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Greg has worked in the financial services industry since graduating from the University of Toledo almost thirty years ago with his Bachelor of Business Administration in Accounting. He began his career with New England Financial and also worked for Comerica Bank, Prudential, Thrivent Financial, and Ameriprise Financial before joining SRP.
Greg is incredibly passionate about helping both firms and individuals work towards meeting their goals for retirement as well as helping firms manage their fiduciary goals and has spent his career pursuing these passions. In order to consistently provide his clients with the best possible service, Greg has completed both his CPFA and AIF certifications and regularly looks for new opportunities to further his knowledge.
Throughout his career, Greg has spoken at a number of conferences on topics such as estate and retirement planning, Non-Qualified Deferred Compensation, and Social Security.
When he isn’t working, Greg enjoys giving back to his community. He currently serves as the Vice President of the Oregon School Foundation as well as on the Eastern Community YMCA Board and the Northwest Ohio YMCA Programming Board. He is also a member of the Oregonian Club and coaches youth sports. Greg loves spending time with his wife, Allison, and his three kids, Sutton, Lincoln, and Aubree, skiing, playing golf, and cheering his kids on at hockey games and dance recitals.