Greg is a CERTIFIED FINANCIAL PLANNER™ professional with Raymond James and has been working in the financial services industry since 2000. Greg got his start as a consultant at Price Waterhouse, now PwC, a worldwide consultancy in 157 countries. He transitioned solely to investments when he joined Texas Presbyterian Foundation in Dallas as an analyst, and he moved to Raymond James in 2010. Greg also worked as a trader during the tail end of the dot.com boom and subsequent bust.
Greg earned a Bachelor of Arts degree in economics and philosophy from Baylor University and a Master’s of Divinity from Columbia Theological Seminary. His deep commitment to volunteerism has taken him to countries such as El Salvador, China, Costa Rica, Mexico and Nigeria. He has served on the boards of The Learning Community School in Black Mountain, the Black Mountain Pastoral Care & Counseling Center and the Black Mountain Swannanoa Valley Endowment Fund. He currently serves on the Diversity, Equity, and Inclusion Committee at the Francis W Parker School. He is a member of the Chicago Estate Planning Counsel as well as the Chicago Planned Giving Counsel.
Besides the comprehensive wealth management Greg provides to business owners and professionals, Greg has a particular affinity for helping widows and widowers, divorcees, retirees, and private foundations manage their interests. Some of Greg’s clients choose to align their investment choices with their values. Referred to as ESG investing for the criteria on which companies are evaluated – environmental, social and governance – sustainable investing considers that progress toward solving challenges such as climate change, social inequality and unfair business practices can be made by investing in companies and enterprises that promote sustainability. Greg and his family live in Chicago, IL, and his wife, Shannon, serves as Senior Pastor of the historic Fourth Presbyterian Church on Michigan Avenue. They have two teenagers and an overly friendly black lab.
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.