Multi-Generational Financial Confidence.
Greg is a Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ with Carson Wealth.
Greg has worked to help his clients create, manage, and protect wealth since 2001.
He offers a simple but creative solutions-based approach to provide advice specific to each client’s needs, goals, and priorities. He loves a challenge and enjoys helping others develop financial strategies that align with their current needs as well as plan for their future.
Being attentive to client needs, providing a high level of service and building long-term relationships is vital to Greg’s approach, and he likes to think of his clients as an extension of his family.
After earning his bachelor’s degree in economics from Illinois State University, Greg expanded his education by earning the CFP® certification from the Certified Financial Planner Board of Standards.
Greg has provided weekly economic updates on the radio for WKRS, 1220AM, and volunteered at the Certified Financial Planning Board’s Financial Planning Clinic in Chicago.
Born and raised on the Northwest side of Chicago, Greg currently lives in the Northwest Suburbs of Lake County. He enjoys spending quality time with his family up at their cabin in Wisconsin, and in his spare time enjoys golf, movies, travel and DIY projects around the house.