Greg's focus is to gain a complete understanding of the client situation and then leverage the offerings of the marketplace to reach stated goals. Achieving financial success requires understanding and commitment. With that in mind, our team includes accountants, attorneys, insurers and bankers who work together to formulate a plan that evolves as life unfolds. The main thing we do is help people have a paycheck in retirement.
Greg and his wife, Sally, have two children and three grandchildren who live nearby in Kansas City. While Greg grew up in Pittsburgh, Sally hails from Overland Park. In 2009, Sally and Greg relocated to Lenexa to be closer to family. Greg enjoys golf, cycling, swimming, history and genealogy and volunteers with Meals on Wheels, the American Diabetes Association and the Knights of Columbus.
BS in Psychology from University of Pittsburgh, Pittsburgh, PA 1981
MBA in Finance from Lindenwood University, St. Louis, MO 1991