Greg has been working with individuals and businesses in Northern California for 30 years. During this time, he has grown a practice that has succeeded through its dedication to developing lasting relationships with each of his clients. Greg believes his ultimate role is to individually guide clients through the financial marketplace, in all economic times, by helping to create and manage solutions to their life goals. His goal is to provide clear, easily understood explanations of financial products and solutions, and for clients to find confidence in his integrity and experience.
Greg has repeatedly been nationally recognized within the top 100 advisors of FSC Securities Corporation as a member of "President's Club".* (1995, 2000 and 2011-2015)
Greg is a Certified Financial Planner (CFP®) and a member of the Financial Planning Association (FPA®). He is a Registered Principal and an Investment Advisor with FSC Securities Corporation, maintains the Series 7, 24, and 63 registrations with clients in 15 states, and is Life and Health insurance licensed. Greg has a Bachelor's degree from CSU Stanislaus in Political Science with minors in History and Economics.
Greg and his wife Reta thoroughly enjoy time spent with their four grown children and their spouses. They also appreciate their many friends and value their community, and their church, Calvary Chapel Modesto.