Making sure each client receives the personalized care they deserve
Years in the industry: 16
Years with CMA: 1
Licenses and Education: MBA from the University of Phoenix with Magna Cum Laude honors, Series 7, 63, & 65 licenses, Licensed Insurance Agent in Life, Long-Term Care Insurance and Annuities.
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 by earning a Bachelor of Science degree in Marketing & Golf Course Management and becoming a member of the PGA of America.
Years later, he discovered what was truly the best fit for his abilities: investing and financial planning.
Now with decades of experience putting his financial education and insights to work, Greg takes the time to help each client achieve their unique goals.