Greg has dedicated more than 20 years to helping clients solve their financial challenges and achieve long-term security. Since 2014, he has brought this expertise to WealthCrest, where he specializes in working with Federal Employees, guiding them through the unique benefits available to them and showing how those benefits can serve as the cornerstone of a strong retirement plan. His approach is always personalized, tailoring strategies and solutions to meet each client’s individual goals and needs.
In addition to advising clients one-on-one, Greg is also a Training Instructor who has spoken at numerous Federal agencies. He conducts workshops and seminars focused on federal benefits and financial literacy, delivering practical education specifically designed for federal employees and military personnel.
Greg began his career in financial services after graduating from Towson University with a degree in Business Administration and a concentration in Finance. Over the years, he has worked with executives, business owners, and families of all sizes, bringing deep knowledge of retirement planning, investments, and comprehensive wealth strategies.
Born and raised in Gaithersburg, Maryland, Greg values family above all. He and his wife, Diana, are proud parents of four children—Gwen, Juliette, Gunnar, and Luke. When he is not working with clients, Greg can often be found playing, coaching, or watching sports, or diving into research on new topics of interest.