CFP®, Managing Partner
Greg has been in the financial advisory services since 1991.
He serves a dual role at Beacon. As the Managing Partner, he focuses on the market development and the growth of the advisors.
As a Financial Advisor, he provides advice to his clients in the areas of retirement, investment, and risk management.
He has authored a retirement income generation process called "RetireWise™" to help pre and post retirees generate their paycheck in retirement.
Greg has been a frequent speaker at industry meetings.