For almost 20 years Greg has coached and walked with clients towards their financial goals. His desire is to serve families and help them succeed at navigating the confusing world of investments, so they can have less financial stress and focus on enjoying life.
Earning the CFP® certification in 2009 and later adding the Accredited Investment Fiduciary, AIF® and most recently the Certified Exit Planning Advisor, CEPA®, Greg is constantly looking to improve his knowledge and expertise to better serve our clients. Beginning his career in wealth management in 2006 with A.G. Edwards and Sons and surviving the buyouts of Wachovia and eventually Wells Fargo Advisors. Greg was one of the founding members of Goodwater Wealth Management Group of Raymond James in 2013. He also serves as Goodwater’s lead advisor to our institutional clients, advising on both qualified and non-qualified business retirement plans, foundations and endowments.
Greg and his wife have been blessed with three children who are all currently attending high school here in Georgetown. When he is not at work you will find him at one of their many activities or volunteering in the community. He was one of the founding members of the Georgetown ISD Education Foundation and is very proud of the work and difference the foundation has made for the teachers and students inside of GISD.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.
