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. In 2019, Greg was named by Forbes as one of the Best-In State Next-Generation Wealth Advisors*.
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 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.
SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 6,389 advisors considered, 1,489 made the final list in 2019. For more information see www.SHOOKresearch.com.
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.