Greg has well over 30 years of experience in helping affluent business owners and individuals define and achieve their estate and financial objectives. More recently, Greg’s mission has been on helping other advisors serve with excellence when addressing insurance matters with their clients. Greg holds a Juris Doctor degree from American University in Washington, D.C. and a Business degree from Bucknell University in Pennsylvania. He has worked as an attorney-advisor for the United States Securities and Exchange Commission helping to ensure fair treatment of consumers in their pursuit of investment products and strategies.
Greg was a contributing writer in the book, Life Insurance: How To Use It To Your Client's Advantage, published by the AICPA. He is a non-practicing attorney and holds the professional designations of Chartered Life Underwriter, Chartered Financial Consultant, Retirement Income Certified Professional, Certified in Long Term Care, and a Certified Kingdom Advisor.
Mid-career, Greg served as senior Vice President for Development at Walk Thru the Bible Ministries. This two year experience helped Greg gain a far better understanding of charitable planning and an appreciation for the challenges faced by non-profit entities.
Part of the effort to serve advisors can be seen in Greg’s participation as a Charter Member of Kingdom Advisors, a Kingdom Advisors Champion, and as a Premier Sponsor of the organization.
Greg lives outside of Atlanta with his wife of over 40 years, Mary, and has three adult children and three grandchildren.