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.

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Act with honesty, integrity, competence, and diligence

Act in the client’s best interests

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Exercise due care

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Avoid or disclose and manage conflicts of interest

Maintain the confidentiality and protect the privacy of client information

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