Throughout a financial services career spanning more than 34 years, Greg has helped his clients address their financial concerns and develop sound strategies based around them. He provides comprehensive financial advice and portfolio management, as well as competent guidance to assist his clients in achieving their ultimate goals and navigating the ever-evolving financial markets. 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.
As his team’s investment consultant, Greg – a graduate of Denison University – helps to manage client investments so that those he serves can have the time and ability to do 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 service and financial solutions.
Originally from Charleston, West Virginia, Greg 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 Cancer Society of Greenville and the Christ Church Booster Club. He enjoys outdoor activities that include hunting, fishing and playing tennis, though his favorite times are those spent with his family.