Greg brings over a decade of experience in providing tailored wealth management and retirement planning strategies to individuals and families. His client-centric approach ensures that financial strategies are not only personalized but also evolve to meet the changing needs of his clients throughout all of life’s stages. Greg emphasizes education, accessibility, and simplicity, striving to make the financial planning process clear and reassuring, so his clients feel confident and well-informed every step of the way.
As a CFA charterholder, Greg is an active member of the CFA Society of Boston and the CFA Institute, reflecting his commitment to upholding the highest standards of professional excellence in the financial industry. His dedication to continuous learning and professional development enables him to offer insights and strategies that are both innovative and effective.
Outside the office, Greg is deeply involved in his community, dedicating his time as a volunteer and an active member of the Boston University Alumni Association. His personal interests include playing guitar and indulging his passion for automobiles and golf. Greg resides in Scituate, Massachusetts, with his wife and three children, cherishing time with his family and contributing to the vibrant local community.