Making sure each client receives the personalized care they deserve
Years in the industry: 20
Years with CMA: Since April 2022
Licenses and Education: MBA form the University of Pheoniz with Magna Cum Laude honors, Series 7, 63, & 65 licenses, Licensed Insruance Agent in Life and Lon-Term Care Insurance
Greg understands the importance of taking time to find what's right for his clients. After all, taking his time is what led him to investing and financial planning.
For over a decade, Greg pursued his passion for golf as a member of the PGA of America thans to a Bachelor of Science degree in Marketing & Golf Course Management.
Years later, however, he discovered what was truly the best fit for his abilities: investing and financial planning.
Now with decades of expereince putting his financial education and insights to work, Greg takes the time to help each client achieve their unique goals.