Professional Background
Greg began his career in the financial services industry in 2014 after working several years in the banking and mortgage industries. He enjoys getting to know each client, understanding their unique situations and developing a plan to help pursue their goals.
Family & Personal
Greg and his wife, Katie, live in Clive with their twins, Eli & Leah, and sons, Jack & Brody. Outside of work, Greg enjoys spending time with his family and friends, travel, golf & pickleball.
Professional Organizations
- Member – Financial Services Institute
Education
- 2003 graduate of University of Northern Iowa
Licenses
- Securities: Series 7 & 66 held through LPL Financial – Offering investment advisory services and securities in multiple states.
- Insurance: Life, Accident and Health, and Variable Life – Offering insurance products and services in multiple states.
Certifications
- Accredited Asset Management Specialist (AAMS®) designation – College For Financial Planning (2019)
Favorite Philanthropic Organizations
- Tori’s Angels
- Iowa Homeless Youth Centers
- Can Play