Greg is a second generation insurance and investment man, husband, father, grandfather, Geologist and three time Division I NCAA Track and Field All American ( Idaho State University). Greg has nearly 30 years in the industry with roles as Managing Director, Financial Advisor and Registered Principal. Throughout his career, he has provided retirement and business planning strategies for individuals, families and small businesses. Greg currently presents educational seminars for Fortune 500 institutional clients as well as small business clients. Greg has spent his career providing planning services and advice to help make his client's goals a reality ( CA Insurance License OH20208).