Greg began his career in financial services in 2005 and previously spent 17 years with Wells Fargo Advisors, formerly Wachovia Securities. He graduated from Oral Roberts University with a Bachelor of Science degree in business management.

Today, Greg provides financial, retirement, and estate planning through the use of equities, fixed income, annuities, 529 savings plans, and more through Raymond James.

Based on what he learns about you, your goals and an analysis of the current financial markets, Greg designs a customized investment strategy based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Greg puts it into action and reviews its performance for opportunities to adapt to life changes and new goals.

A native of Fort Wayne, Greg resides on the city’s Southwest side. He is a father of four and has been married to his wife Erin for 17 years. He attends Harvest Fellowship church in Fort Wayne, where he is actively involved.

Away from the office, he spends a lot of time cheering on his kids at sporting events, enjoys time at Lake James boating and jetskiing, and in the winter loves to hit the slopes with his snowboard. His passions in life are his wife, kids, and his faith. He loves being able to serve other people by helping them navigate their finances.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.