Greg recognizes the unique financial challenges that families and businesses face, including having adequate and secure income through retirement, as well as creating a plan that ensures a smooth transfer of wealth to future generations. He is dedicated to finding innovative solutions to help families and businesses achieve their goals, and he appreciates the trust his clients have placed in him.
For over 40 years, Greg has provided professional investment consulting and advisory services through RBC Wealth Management and its predecessor companies. He holds a Bachelor of Arts degree in philosophy from the University of Minnesota. He has also completed advanced training in the Accredited Wealth Management (AWM) program and serves as portfolio manager in the RBC Wealth Management Portfolio Focus program. In addition, Greg provides investment strategy and portfolio construction support to the Transcend Wealth Solutions Group of RBC Wealth Management.
Greg is a native of Minnesota and lives in the western Twin Cities with his wife, Harriet. He enjoys spending time with his two children and five grandchildren. He also enjoys playing golf and other fitness pursuits, having competed in several middle-distance (5K and 10K) runs and sprint triathlons. He also remains active in the community through his church, St. Mary’s Greek Orthodox Church of Minneapolis.