A former Press Secretary in Washington DC, Greg went on to get his MBA in Finance from Portland State University which bolstered his career as a Financial Advisor with LPL Financial. With over eighteen years of experience serving a wide range of clients from individuals to small businesses, Greg is happy to call wealth management home. He enjoys helping clients navigate the financial markets while keeping them on track to pursue their financial goals. Greg works diligently to build sensible plans tailored to each client’s specific needs and also works to communicate candidly at every turn. His focus is on helping people make a smooth transition into retirement years.
Not only does Greg enjoy the relationships with his clients but he also believes in paying it forward. He has been a stalwart volunteer for Portland State University (PSU) since joining the Alumni Association Board of Directors in 2010. He has served as president of the association for two years and is currently on the Executive Committee. Greg also serves on the PSU Foundation Board of Trustees’ Investment Committee overseeing the endowment of the University. He has also served as a member of the PSU Graduate Alumni Ambassador Council in the School of Business and at his undergraduate alma mater as a member of the University of Oregon Alumni Association-National Chapter.
Greg and his wife have two beautiful daughters whom he enjoys coaching in basketball and soccer. He is an avid skier who does not let low snowpack get in the way of hitting the slopes of Mt Bachelor and Mt Hood.