Throughout a financial services career that spans more than 34 years, Greg has helped his clients address their financial goals, needs and concerns, and develop sound strategies to address them. He provides comprehensive financial advice and portfolio management, and offers competent advice to assist our clients in pursuing and ultimately achieving their goals, and navigating the ever-evolving financial markets.
As our team’s investment consultant, Greg helps manage the investments for our clients, so they can focus instead on what matters most to them. He and his team assist successful individuals and families in achieving their financial objectives, always taking a holistic approach and striving to provide superior client service and financial strategies.
A lifelong learner, Greg continually works to expand and improve his own professional knowledge, all while ensuring his focus never waivers from what is most important – addressing the needs of the clients he serves.
Greg is a graduate of Denison University. He is originally from Charleston, West Virginia, but has called Greenville, South Carolina, home for over 40 years. He and his wife, Karen, are members of First Presbyterian Church in Greenville. Greg is currently involved with the Cancer Society of Greenville and the Christ Church Booster Club. He enjoys outdoor activities that include hunting, fishing and tennis, though his favorite times are those spent with his family.