As the founder and owner of the firm, Greg is responsible for all client service, investment, insurance, tax and financial matters for the firm’s clients. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) Practitioner, Greg assists clients with retirement planning, estate planning, tax planning, and investment advisory services and management. Greg has been involved in financial services since 1999. Greg is securities and insurance licensed and is an investment advisor representative. He maintains his Series 7 and 66 securities designations.
Greg received his Bachelor of Business Administration (B.B.A.) degree in 1987 from Temple University and his Juris Doctor (J.D.) from Marshall-Wythe School of Law, College of William and Mary in 1993. Prior to attending law school, Greg worked for a public accounting firm where he became a Certified Public Accountant (CPA). As a US Army veteran, Greg served in military intelligence, and achieved the rank of Sergeant. A resident of Derry Township, Greg has been married for 30 years and has two adult sons.
Outside of his office, Greg has served as a Boy Scout leader and Youth Sports Coach. He has served on several boards of local non-profit organizations. In his free time, Greg likes to hike, bike and travel with his family.