Greg has a straight forward belief – “Stewardship with Integrity”.
With the heart of a teacher he walks each client through a comprehensive 10 step approach of planning. He has learned through the years in most situations the difference between clients having a stronger handle on their financial future (and those who do not) is not a “math” issue, but about “behavior” and having a detailed plan.
While other Financial Advisors may be focused on the size of your account Greg’s focus is on your goals, planning and helping provide the experience and guidance you need. Since 2008 he has focused on being a steward for you and your family to provide tools, knowledge, oversight and education to both new investors and more experienced high networth investors.
In addition to working with individual investors Greg provides support services for business owners, HR teams and organizations on retirement plans (401k, 403b, SEP IRA, SIMPLE IRA’s, etc.) who desire to have a representative to support, guide and educate on best practices regarding plan design, costs, investment selections, new ERISA rules/guidelines, and share best practices for employee support in your plan.
Greg holds his CRPC® designation, Series 7 with LPL Financial, and his Series 66 with LPL Financial and Cross Financial Advisors. He also holds his life/health insurance license. Currently he is registered to conduct securities business in OR, WA, CA, AZ, GA, TX, IL, IN, NM and is registered to conduct insurance business in OR, WA, AZ, GA and CA.
Greg has been married since 2001 to his wife Erin. In 2004 he earned his MBA and in 2008 made a career change to follow his passion in the securities industry. He and his wife have 2 “four” legged kids, and since 2007 have opened their home as a billet/host family each season to players of the Portland Winterhawks hockey team. Greg has a passion to give back to the community and over the years has been involved in local chambers, served on Public Policy Committees and volunteered his time to support a variety of charities. He is also a member of the Elks Lodge and American Legion. As a proud Veteran of the U.S. Navy he is happy to honor all Veterans who have served their country any way he can.
CRPC is conferred by the College for Financial Planning.