Greg Grimsley AIF®, CRPC™, ChFEBCSM, FRCSM
Wealth Strategist
Greg specializes in helping Federal Employees as clients, providing advice and guidance on a wide variety of products and services that are tailored to fit the needs of each individual client. Greg believes Federal employees have unique employee benefits that should be maximized as the cornerstone to accomplishing their financial goals and retirement plan.
Greg is also a Training Instructor and has spoken at various Federal agencies conducting training in federal benefits and financial literacy tailored specifically for the federal employee and military personnel.
Greg started his Financial Services career after graduating from Towson University with a Business Administration degree and a concentration in Finance. Greg has helped clients solve their financial problems for over a decade.
Greg was born and raised in Gaithersburg, Maryland. Outside of work, Greg enjoys being with his beloved wife, Diana, and playing with his two little girls Gwen and Juliette. When Greg has extra time he enjoys spending it on individual interests such as playing, coaching, and watching sports and absorbing himself into research on a topic of interest.