With more than 16 years in the financial services industry, Greg offers knowledgeable guidance to help clients with their comprehensive financial planning needs. Honest and friendly, he aims to help clients simplify their financial lives so they can feel confident about their futures.
He specializes in developing tailored financial strategies for high-net-worth families, business owners and those nearing or in retirement. Greg has also attained the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
Before joining our team, Greg was a financial advisor with MetLife Securities. He earned a bachelor’s degree in finance from the University of Arkansas.
Greg is an active member of his community and serves on the board of directors for the Texarkana Country Club, Pleasant Grove Youth Association and the Vista Dios Foundation. He attends Heritage Church in Texarkana, Texas. Greg also coaches various football and basketball teams for the Pleasant Grove Youth Association and is a proud supporter of Opportunities, Inc. and Harvest Texarkana, along with various other causes in the community.
In his spare time, Greg enjoys golfing, watching sporting events, hunting, and cheering on the Arkansas Razorbacks. Originally from Texarkana, Arkansas, he lives in Texarkana, Texas, with his wife, Jill, and their sons, Luke and Nate.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.