Managing Partner, Financial Advisor
With over 30 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 selected as a Top Advisor within the Washington Metro Area by the Washingtonian* in 2018.
Greg maintains both the Series 7, 63, and 65 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 an avid sports enthusiast. Greg and his wife, Wonhee, are passionate about philanthropic causes, and serving the community in which they reside.
*Washingtonian – Top Wealth Advisors (2018) The Washingtonian Top Financial Planner is awarded to individuals who are nominated by their industry peers. The advisors selected are those who received the most recommendations from their peers. Portfolio performance is not a factor. For more information on the creator of this award, see this website: Washingtonian.com
*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.