Greg began his career as a financial advisor with Waddell & Reed in 2014. He enjoys getting to know each client, understanding their unique situation and developing a plan to help pursue their goals.
Aside from work, Greg enjoys traveling and spending time with his wife (Katie), twins (Eli & Leah) and sons (Jack & Brody).
- ACCREDITED ASSET MANAGEMENT SPECIALIST® designation
- February 2019
- Graduate of University of Northern Iowa in 2003
- 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 in multiple states.