Greg provides a holistic approach to building comprehensive financial plans that are tailored to each client's unique financial goals by evaluating the entire financial picture.
A Wealth of Experience
Greg brings a wide breadth of experience and knowledge to his client relationships. As a CERTIFIED FINANCIAL PLANNERTM professional, Greg has completed extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning. His certification demonstrates his dedication to expanding his skills and understanding for client's benefit.
Greg's expertise focuses on comprehensive financial planning, corporate retirement plans and multigenerational planning. He has also earned his QPFC credential from the American Society of pension Professionals & Actuaries (ASPPA), which provides an understanding of general retirement planning concepts, terminology, distinctive features of qualified plans and the roles of retirement plan professionals.
Rooted in Traditional Values
Greg received a bachelor's degree in Business from the University of Notre Dame. He is actively involved in the Notre Dame Club of Milwaukee and has served as Club President. Greg started 17 games as a Defensive Tackle for the Notre Dame Football team and received the Moose Krause Award for Lineman of the Year in 2004.
Greg and his wife, Erica, reside in Cedarburg with their daughter, Isabella, twin boys William and Brady, and Connor. In his leisure time, he enjoys hunting, fishing and traveling.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial PlannerTM and federally registered CFP® in the U.S., which it awards to individuals who succesfully complete CFP® Board's initial and ongoing certification requirements.