Our Team

Greg has been a professional wealth advisor for the past 21 years. Greg is truly the "overall" planner who can manage all that is required to help you achieve your financial goals. He is an investment...

Lisa works part-time as our Administrative Assistant. She is responsible for the maintenance of our client files and databases. She is also responsible for generating the monthly and quarterly stateme...

Mary Lynn joined our practice in March 2013. With previous industry experience as an Administrative Assistant, she is more than able to handle her position as Manager, Administrative Services. Working...