Greg is a financial advisor with over ten years of financial services and tax experience. He earned a Bachelor's of Science in Accounting and a Master's of Science in Taxation from the University of Baltimore, and completed the Investment Management Theory and Practice program at Yale. Greg specializes in retirement planning because he enjoys helping clients remain financially secure so that they can make the most out of their retirement. Greg also has an expertise in advising stock option recipients, high net worth individuals, and trusts. Greg has a passion for minimizing clients’ taxes so that they can keep more of their hard-earned money, he enjoys the challenge of incorporating advanced tax planning into holistic financial plans for clients.
Greg is a member of several professional organizations, regularly presents seminars for professional groups, and has testified as an expert witness. Greg enjoys spending his free time with his wife and three sons.
What do all those letters stand for?
CPA- Certified Public Accountant
CFP- Certified Financial Planner
CIMA- Certified Investment Management Analyst
MTAX- Masters in Taxation
RMA- Retirement Management Advisor
PFS- Personal Financial Specialist
CFE- Certified Fraud Examiner