Greg has been helping individuals and families to chart a course for financial success for over 30 years. Greg’s practice focuses in three main areas: 1) Retirement Analysis (Pension, 401k, 403b, IRA, Social Security), 2) College Financial Planning, 3) Employee Benefit and Retention. Greg helps clients establish financial goals and create a road map to achieve financial success. By carefully listening to client needs, Greg is able to help clients identify areas of concern that could become obstacles to achieving that financial success. Greg then works with clients to develop solutions to overcome obstacles and get back on course. Think of Greg as your financial GPS. Greg is a graduate of the State University of New York College at Buffalo with a dual degree in Business Studies and Economics.

 

Greg lives in Mullica Hill, New Jersey with his wife of 33 years, Sue, and their two daughters. In his free time, he enjoys playing golf and boating, and is a huge Buffalo Bills and Buffalo Sabres fan. Greg maintains Life and Health licenses in the following states: CT, DE, IL, IN, MA, MD, MI, NC, NJ, NY, OH, PA, RI, TN