With over 24 years of industry experience, Greg has navigated multiple economic cycles guiding clients through a comprehensive financial planning approach supported by active wealth management strategies.
During his tenure with Chevy Chase Financial Services and Capital One, Greg has been a top performing Financial Advisor and has been consecutively selected as a Top Advisor within the Washington Metro Area by the Washingtonian* over the past several years.
Greg maintains both the Series 7, 66 securities registrations along with Life and Health insurance licenses. He has been previously affiliated with Salomon Smith Barney and Prudential Securities and is a graduate of Colgate University.
Greg is married and resides in Clarksville, MD with their three sons. He is deeply involved in his community, active in church, and avid sports enthusiast.
*Washingtonian – Top Wealth Advisors (2018) The Washingtonian Top Financial Planner is awarded to individuals who are nominated and surveyed by their industry peers as being the best in their field. The advisors selected are those who received the most recommendations from their peers. Portfolio performance is not a factor. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.