Greg’s passions: personal finance and helping people. The sweet spot: serving as a Client Advisor at ASI.
Greg puts his people-first focus to work every day discovering what’s important to his clients, then putting a road map in place to move them from goal to achievement. As a Certified Financial Planner™ professional with Series 7 and 66 licenses, an MBA from Seattle University, and Bachelor of Arts degrees in Business and Economics from the University of Puget Sound, Greg has the experience and expertise to tackle the ever-changing landscape of retirement planning, tax codes and estate planning.
Before joining ASI, Greg was Director of Financial Planning at Columbia River Advisors, an independent advisory firm in Tacoma. He also served in various roles during his nine-year tenure at Russell Investments, a nationally recognized asset management firm, at which he helped financial advisors across the Western U.S. construct investment outcomes for their clients and run more efficient businesses.
When he’s not mapping out his clients’ successes, you can find Greg with his wife and young daughters, chasing his yellow Lab and on the sidelines of the soccer field as an assistant coach for the University of Puget Sound Men’s Soccer Team, where he also played collegiately. When time (and weather!) permits, Greg sneaks in a round of golf at one of the many great courses around western Washington and splashes around in the Puget Sound with his family.