Experience Matters

Today, information is everywhere, but wisdom comes with time. Our team has more than 50 years of combined experience assisting clients in achieving their dreams.

Greg has been a Certified Financial Planner professional since 1990 and involved in the financial services industry since 1984. As a CFP® professional, Greg must act as a fiduciary – in the best interests of the client – at all times. A CFP® professional must also act with the care, skill, prudence, and diligence that a prudent professional would exercise in light of a client’s goals, risk tolerance, objectives, and financial circumstances.


Act with honesty, integrity, competence, and diligence

Act in the client’s best interests


Exercise due care


Avoid or disclose and manage conflicts of interest

Maintain the confidentiality and protect the privacy of client information


Act in a manner that reflects positively on the financial planning profession and CFP® certification