Senior Vice President - Financial Advisor, Senior Consulting Group
Greg specializes in helping serve the needs of ultra-high net worth individuals and families, as well as high profile executives and entrepreneurs across the country. He uses a personalized, comprehensive approach to wealth management to achieve client-specific needs and goals. Greg seeks preservation of capital, focusing on downside risk management while capturing a good portion of the market upside.
Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, please contact me.
December 16, 2024
Market week
June 1, 2023
Global insight weekly
May 10, 2022
Social Security: At a glance
Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.
