Greta keeps the office running efficiently, catering to client needs in a detail-oriented way as she manages day-to-day administrative duties. She makes sure the lines of communication stay open and clients’ needs are clearly identified and handled with care.
Greta has more than 15 years of industry experience and has worked for firms including UBS, J.C. Bradford and PaineWebber. Originally from Charlotte, North Carolina, she enjoys reading, volunteering with children’s activities at her church, and coaching softball. She has been married to Jay for more than two decades; they have three awesome children, Lauren, Logan and Lindsey, and three pets.