Greg specializes in guiding people and businesses towards their financial goals.
Each person, family and business is different; Greg wants to understand each client’s unique needs and desires to properly craft their specific strategy. His approach revolves around simplifying complex topics and strategies to give clarity in their decisions.
Greg grew up in St. Louis and graduated from the University of Missouri with a degree in Finance and Banking. He moved to Tampa in 2021 to run an HVAC startup business, after working in orthopedic sales in St. Louis for 4 years.
Greg lives in Tampa, Florida with his fiancé, Marta. Greg loves playing and watching sports, especially golf, and refuses to let anything get in the way of him and the TV on Mizzou college football Saturdays.