Greg has over 15 years experience in all areas of wealth management, with retirement planning being his main focus. He works to continually improve income and distribution strategies for his clients, and enjoys helping them throughout the process, growing and preserving wealth.
Greg found his passion for financial planning on the golf course, where he worked as a golf pro after college. A friend recruited him into the financial services industry, and he found plenty of successful people on the golf course who became his clients. Since starting his financial services practice, Greg has spent time at Northwestern Mutual and Merrill Lynch. Working for these two different companies provided him excellent perspective on wealth management, risk management and retirement planning.
Greg joined Visionary Wealth Advisors in January 2015. He feels that Visionary is a high level financial firm and the place to grow as an advisor. Greg has a Bachelor of Science degree from Southern Illinois University Carbondale, and has earned his CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Counselor designations.
He grew up in Marion, Illinois and has lived in the Edwardsville/Glen Carbon area for 15 years. He and his wife, Sarah have two teens at home, Andrew and Rachel. Greg is an avid golfer, and a member of Sunset Hills Country Club. He supports First Baptist Church in Maryville and Swing Fore Hope.