Qualifications
Greg uses his more than 25 years of experience in individual wealth management and corporate retirement accounts to tailor wealth management solutions for clients around their goals and tolerance for risk. His experience includes strategizing for defined contribution plans like 401(k) plans and providing employee education to participants of said plans. Greg earned his Bachelor of Business Administration degree in finance and real estate from the University of Wisconsin–Milwaukee.
Personal
Outside of the office, Greg is active in his community and church. As a former college athlete, Greg continued his passion for baseball by coaching Little League. He was planned giving committee chair for St. Paul’s Episcopal Church and served as a finance committee member and outreach committee member.