Greg has been in the financial services business since 1988 and works with individuals and business owners to help them develop strategies to achieve their financial goals and objectives. Greg is a graduate of Buckeye Central High School. He furthered his education by attending Capital University where he graduated with a Bachelor of Arts in Business Administration with a concentration in accounting. He began his career with Arthur Andersen, then went into private industry where he was an internal auditor. His next position was as Corporate Accounting Manager for a New York Stock Exchange Company. In this position he was in charge of the world wide consolidation of their financial statements. Greg then spent approximately eight years as CFO in the manufacturing industry.
Greg is a Certified Financial Planner™ professional, a Certified Public Accountant*, and holds the designations of Accredited Estate Planner, a Chartered Life Underwriter, Chartered Financial Consultant, and Certified Family Business Specialist. He is a member of The Society of Financial Service Professionals, The National Association of Estate Planners & Councils, and The Ohio Society of Certified Public Accountants.