Greg applies his strong analytical background to his work as a Financial Advisor. He enjoys coordinating clients’ investment portfolios with solid financial planning that takes income taxes, diversification, and safety into consideration. His 40 years of experience within the framework of financial planning gives him a strong ability to help people build a plan and work the plan. Greg believes a systematic process integrating strategies, goals, time horizon and visions are essential to a successful plan. His proficiency with managing expectations for clients is the key to him having long term relationships. Greg holds various credentials of which are CMFC, AAMS.