Greg began his Financial Services Advising career in 1988, after working as a Controller and Corporate Accounting Professional. He graduated from the University of Wisconsin – Eau Claire with a Bachelor Degree in Business Administration, majoring in Accounting. Greg has been involved in many non-profit organizations over the years and is involved in ministry work, often traveling to Africa. He is passionate in his business to help individuals reach their financial dreams and offer them wise financial management giving strategies. Greg and his wife, Kristy, live in Wausau, Wisconsin, with their three daughters. He enjoys spending time traveling with his family, supporting children’s endeavors, fishing, and hunting.
Services & Experiences
Greg has concentrated his practice on advising businesses and individuals, with specific focus on wealth management, investment management, retirement planning and general financial planning. He is committed to helping his clients reach their long term financial dreams. Greg offers a range of financial products and services and works in coordination with his clients’ tax and legal advisors to develop efficient and effective tax, estate and succession plans.
Greg focuses on the following specific services:
- Wealth Management
- Investment Management
- Asset Protection
- Retirement Planning
- Risk Management, including Disability Income, Long-term care, and Life Insurance
- 401(k)/Small Business Retirement Planning/Qualified Retirement Plans
- Business Succession Planning
- Buy/Sell Insurance
Weston WI 54476