,CFP®
Greg has a passion for helping individuals, families, and retirees navigate their financial journey at every stage of life. He focuses on creating personalized strategies that align with each client’s unique goals and values, whether they are in the accumulation phase, planning for retirement, or pursuing legacy planning. With a strong commitment to transparency and integrity, Greg strives to help empower clients to make informed decisions to achieve long-term financial security.
Greg has over 10 years of financial services experience. He launched his career at a boutique RIA firm that joined Modera. He left the firm for a period, taking on a role as Director of Client Service for an RIA that catered to high-net-worth families. Greg ultimately returned to Modera in 2022 as a financial advisor.
Greg received a B.S. in economics with a minor in finance from the University of Tampa. He is also a CERTIFIED FINANCIAL PLANNER® professional.
Greg grew up in Florida, where he continues to live today. He enjoys spending as much time as possible with his wife and son. Greg is also an avid golfer who rarely passes up the opportunity to play.
What sparked your interest in financial planning? What fuels you every day in your work?
When I first started working for an RIA after college, one of the first meetings I attended was with a new client who had recently lost their spouse. After discussing the planning process and how we would be there to advise every step of the way, the relief expressed by the client was abundant. That feeling is what inspired me to make financial planning my career. It is fulfilling to know that I am part of a team that helps clients realize their goals, solve problems, and be a source of stability during trying times.
How do you feel you help to create impact for clients?
By being adaptable. Just because client situations are similar, it does not mean that the same recommendation can be made. By committing to a deep understanding of every client, I help ensure that every recommendation made meets each client’s unique needs.
What do you feel is a strength that you have?
My collaborative approach to financial planning. While each client needs to address similar topics, their priorities will vary greatly. By listening and working together to create the path forward, I help ensure that clients are involved at every step.
What do you enjoy most about working at Modera?
The team approach to our client relationships. No matter what is happening, our clients can feel confident that they will always be able to talk to someone who is familiar with their unique financial plan. The team environment also allows us to share expertise across our locations to ensure that every client has access to the knowledge of our entire firm.
When you retire you’re going to…?
Buy a house in a golf community near the beach and spend as much time with friends and family as I can.
CERTIFIED FINANCIAL PLANNER®
University of Tampa,
B.S., Economics
Minor in Finance
