Biography
A member of Accredited’s Wealth Management group, Greg is responsible for developing and directing client planning strategies. He serves as an internal resource for Accredited’s analytical planning tools, with a focus on financial independence and life insurance planning.
Greg’s background in the IT consulting industry has helped in the design and implementation of systems and processes aimed at delivering a high quality and consistent client experience.
For more information about educational requirements, professional certifications, and professional designations, click here.
Education & Background
CERTIFICATIONS:
• University of Notre Dame – B.A. in Finance
• Certified Financial Planner™
How do you spend your life wisely?
I spend my life wisely in three ways. First, is being present with family and friends by consistently showing up, striving to be the “best” dad, and helping where I can. Second, I am fortunate to be able to serve others and add value to their lives in the work that I do. Third, I try to be intentional about how I recharge, whether that is cooking a good meal, golfing with friends, or laughing with my family.
“Strategy must have continuity. It can’t be constantly reinvented.”
Michael Porter
