Vice President of Risk Management
For over five years, Greg has helped clients plan for retirement and other goals utilizing forward thinking strategies that target their specific objectives. A key area of focus during his career as a financial services representative was providing risk management solutions including life and disability income insurance. Today, he leverages that experience to support the consulting and sales efforts of over 350 financial planners and advisors serving the protection and risk management needs of clients in all fifty states.
Greg’s approach is to make insurance an integral component of each client’s comprehensive wealth management plan. He provides strategies that leverage insurance for wealth preservation, wealth accumulation, wealth transfer planning and access to liquidity. He has a broad and deep understanding of the various insurance products available and works to find the best solution for each situation.