Our Team

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 strategies, 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.

Alan joined the firm in 2013 as a Registered Representative and Investment Advisor with FSC Securities Corporation. As an advisor, he works with individuals and small business owners developing solutions for retirement, college saving strategies, and assisting with 401(k) plan and benefits management.

Alan began his career with Kemper Capital Management in client servicing for the California region. He then took a Paraplanner position with Sagemark Consulting in San Ramon where he collaborated with advisors in investment analysis and constructing comprehensive financial plans.

Alan is a Candidate for CFP® certification and graduate of the business school at Cal Poly, San Luis Obispo, where he concentrated in Finance. He maintains the Series 7 and 66 registrations, as well as a Life and Health insurance license.

He and his wife, Erin, live in the East Bay of San Francisco where they enjoy being outdoors cycling, working on their ever-growing booklist, and taking-in SF Giants ballgames. They are involved as leaders in their Livermore-based church, and spend as much time as possible with close friends and family.

Melissa has been an important part of our team since April of 2008. As the Client Services Lead, she is responsible for operations and client care. She is a Registered Assistant and is Series 7 and 66 registered.

Prior to joining our team, Melissa worked in a similar role at another financial services office for three years. She received her Bachelor's degree in Business Marketing from CSU Stanislaus in 2007.

Melissa's husband Mike and their children live just outside Portland, OR. They are active in their local church, and appreciate their extended family and community of friends they have built here. Melissa enjoys employing her eye for design in various home projects and unique DIY endeavors.

London joined us in March 2019 as a Client Services Assistant and is Series 7 registered. Prior to joining our team, London worked as an account executive for a company in the Bay Area. London graduated with a B.A. from CSU, Stanislaus in 2015.

 London, her husband Christopher, and their daughter enjoy frequent trips to Disneyland, traveling abroad, and spending time with family and friends.

Nancy joined the team in April of 2008 as administrative assistant to Greg's business partner, Tony Trevino. With Tony's passing in 2015, she now serves all clients of the practice as a valued member of our Client Services Team. Prior to joining our team, Nancy worked for a local third party administrator specializing in retirement plan administration.

Originally from the Chicago area, Nancy received her B.A. in English from Northern Illinois University. She has lived and worked as an administrative assistant in Northern California for over 30 years.  She and her husband, Ray, live in Modesto where they enjoy spending time with family and friends.  

 * Not registered with FSC Securities Corporation. 

*This award is based only on sales generated by advisors.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.