Greg helps clients prioritize their most important life goals and walks alongside them as someone they can trust to accomplish them. He takes great pride in being part of a team that helps others determine financial needs they otherwise wouldn’t have seen on their own.
Outside the office, Greg serves on the Dallas-Fort Worth Financial Planning Association’s board of directors He helped form the Texas A&M Financial Planning Alumni Advisory Board, which fosters the growth of the next generation of Aggie financial planners.
Greg holds a Certified Financial Planner® and Registered Life Planner® designation.
Education and Professional Milestones
-Texas A&M University - bachelor of business administration in finance and a certificate in financial planning
-Has held roles as a financial advisor at Clintsman Financial Planning and at an independent wealth management firm in Dallas