Qualifications
Greg has been assisting clients in achieving their financial goals since 1987. In that time, he has developed long-lasting relationships built on honesty, integrity and hard work. Greg began his wealth management career at Piper Jaffrey in 1987 and joined RBC Wealth Management in 1994. He graduated from St. Thomas University with a degree in economics and business administration. He also earned the firm’s internal professional designation of Accredited Wealth Manager (AWM). By attaining this designation, Greg has demonstrated advanced knowledge of the firm’s wealth management process, concentrating in the areas of investment strategies, insurance, estate planning services, charitable giving, business succession solutions and retirement planning for high net worth clients.
Greg has been selected to be a member of the RBC Wealth Management Consulting Group, an exclusive company designation reserved for financial advisors who have achieved a high level of success in building consultative wealth management businesses. The Consulting Group is a highly regarded level of recognition at RBC Wealth Management. To qualify, he has demonstrated a commitment to helping clients build investment portfolios and accomplish other wealth management goals by offering personalized investment advice and customized solutions.
Personal
Greg grew up in Bloomington, Minnesota, and now lives in Edina, Minnesota, with his wife, Mary Ann. Greg is an active member in the community and his church. In his spare time, he enjoys spending time with his family and cycling.
