Greg is solely focused on one key idea- financial independence. Whether protecting or striving for this goal, Greg and his team are here to educate and simplify an overly complex financial landscape, allowing you to focus on the things that matter to you. You choose your goals, and Greg and his team would be honored to help you achieve them.
Utilizing 10+ years of complex financial planning, tax consulting, and business coaching experience, Greg is dedicated to helping individuals, families, businesses, and business owners navigate the unique financial complexities that accompany life events, both personally and professionally. With his diverse professional background and wealth of resources within the Raymond James family, Greg is committed to helping you through times of opportunity and also times of uncertainty, with a clear understanding of how to filter through all the noise present in an industry filled with far too many distractions.
Greg earned his Bachelor’s in Accounting from the University of Florida and his MBA in Finance from the University of South Florida. He holds Series 7 and 66 and 2-15 (life and health insurance) licenses and is a non-practicing Certified Public Accountant licensed in the state of Florida.
Greg enjoys spending time with his wife Kristie, son Declan, and dog Charlie. They reside in Riviera Bay, exploring all the great things that St. Pete has to offer while maintaining his professional presence in downtown Tampa. He and his family enjoy boating, golfing, biking, traveling, intramural sports, supporting the local communities and museums, live music, and cheering on the Gators, Bucs, Bolts, and Rays every chance they get.