Experience & Expertise
Greg is a Partner & Practice Lead in the firm’s Private Client Group. Greg has over 30 years of financial services experience with firms such as Prudential-Bache, Salomon Smith Barney, and Wall Street Advisors. He has earned the professional designation of CERTIFIED FINANCIAL PLANNER™ practitioner from the Certified Financial Planner Board of Standards. Greg is also an IRS Enrolled Agent (EA), a federally authorized tax practitioner who has technical expertise in the field of taxation. Greg is also a member of the Greenspring Investment and Financial Planning Committees and sits on the Board of Directors. Greg specializes in helping clients assess their long-term financial goals and then works closely with them to develop, implement, monitor, and periodically reassess a financial plan so that these objectives are successfully met.
Favorite Thing About Working With Clients
“Finding the opportunity inside of every problem.”
My Philosophy On Client Service
“Under-promise and over-deliver.”