Greg specializes in conversational and interactive financial planning. He starts with each client by building a personal balance sheet and income statement to get a complete picture of their financial situation. This foundation makes it easier to discuss financial goals and investment topics.

Greg’s decade of experience in financial planning started at the planning desk, and now he leads client relationships. His goal is to help every client feel confident their finances are in a great spot.

Greg is a CERTIFIED FINANCIAL PLANNER™ (CFP®️) with Series 7, 24 & 66 licenses. He has a Bachelor of Business Administration degree from the University of Akron (Focus on Financial Planning) with a minor in Economics.

During the Great Recession, Greg created and facilitated a school-wide stock market game to help students understand the stock market and economics. He lives in Upper Arlington, Ohio, and enjoys ice hockey as a coach, player, podcaster, and writer. He also loves learning history and exploring new places through food and beverage.