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Originally from Danville, Indiana, Greg is a licensed CPA and CFP® with over 15 years of experience in the financial services industry. He received his B.S. in Mathematics from Purdue University and his M.S. in Accounting from IUPUI.
Prior to going into wealth management, Greg spent seven years in public accounting as a tax accountant working with businesses and high net worth individuals. This experience helps him take a tax-efficient approach to planning with his clients. Greg was inspired to go into wealth management because he enjoys helping people and has a passion for personal finance.
Greg and his wife Maria live in Clayton with their two kids, Addison and Noah. He is an active member of the Financial Planning Association (FPA), the Indiana CPA Society, and the American Institute of Certified Public Accountants (AICPA). In his spare time Greg enjoys being with his family and working on various projects around the house.