As an investment advisor representative with more than $500 million in assets under management, Greg has two priorities: to make a substantial and positive impact on his clients' financial well-being and, in the process, to help them achieve their financial goals. He is committed to conducting business in an honest, ethical and prudent manner while providing superior service, comprehensive financial planning and thoroughly researched investment opinions and advice.
Greg specializes in stock research and portfolio risk management, and he believes an investment strategy should be part of an overall financial plan that covers everything from insurance needs and estate planning to saving for children's education, retirement funding, and contingency planning in the event of discontinuity of employment. In the process, Greg explains things in a way that clients can easily understand – without using financial jargon – and his calm presence allows clients to take all the time necessary to fully understand their investments and financial plan.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.