As a Managing Director for Strategic Retirement Partners, Greg is responsible for servicing clients, as well as growing the firm’s practice in the Wisconsin market. He is a specialist in investment due diligence processes and fiduciary best practices, with deep experience in delivering customized employee education services to help promote more positive retirement outcomes.
Greg has been specializing in retirement plan business since1999, founding Diversified Retirement Solutions. He joined Strategic Retirement Partners in 2015 bringing with him over 16 years of industry-related experience. Greg received his B.A. in History from Northern Illinois University in 1989. He earned the Accredited Investment Fiduciary (AIF®) designation from The Center for Fiduciary Studies and has continued on a course of continuing education to better serve his clientele. He is an investment advisor representative and maintains the Series 6 (Investment Company Products/Variable Contracts Limited Representative), Series 63 (Uniform Securities Agent State Law Examination) and Series 65 (Uniform Investment Adviser Law Examination) licenses.
Greg has served on various boards in an around the Milwaukee area and helped found a parochial school in 1997 in order to better serve the educational needs of Milwaukee children. He was voted as one of the Top 300 “Most Influential Advisors in Defined Contribution” by industry peers. Greg resides in the Milwaukee area, with his wife and two children. In his free time he enjoys traveling and spending time with friends and family.
Arkansas & Southern Missouri