Financial Advisor & Private Wealth Manager
Greg, a native of Kentucky, relocated to Texas in 1981 and has been in the financial services business for 16 years. Greg is FINRA Series 7, 31, 63, and 65 licensed, and holds insurance licenses in Texas, Kentucky, and California. His goal is to provide sound advice that addresses the needs of his clients. That advice is predicated on the belief that despite exceptionally turbulent markets in recent years, our economic system will survive, and that following the herd in and out of the market on extremes is counterproductive. Greg does his utmost to treat his clients as he would like to be treated.
He received a BA in Economics from the University of Louisville, and following four years in the Navy, an MBA in International Business from George Washington University.
He is civically active in his church and the local community and believes that if we share the best of ourselves with those around us, our world will be better.
Mobile Phone: 469-371-6223