Greg Davis

Phone: 816.931.0375
Fax: 816.753.0232
E-mail: gdavis@heritagefirst.net

Value
Greg’s focus is to gain a complete understanding of the client situation and goals and then to leverage the offerings of the marketplace to make them a reality.  Achieving financial goals requires understanding, commitment and discipline.  Most folks simply don’t have the time, temperment and knowledge to develop and execute a fruitful financial plan on their own.  For this reason, trained professionals working in concert with committed clients arrive at the best solutions.

Personal
Greg and his wife, Sally, have two children, Natalie and Clark, pursuing their academic careers at colleges in New York and Pennsylvania.  While Greg grew up in Pittsburgh, Sally hails from Overland Park.  They relocated to Kansas City to be closer to family.  In his spare time, Greg enjoys golf, cycling, swimming, history, current events and physical fitness.  Greg volunteers with the Pitt Alumni Association, the American Diabetes Association and is a member of the KC Masters Swim Team. 

Education
BS in Psychology from University of Pittsburgh, Pittsburgh, PA  1981
MBA in Finance from Lindenwood University, St. Louis, MO  1991