As Partner and Wealth Advisor, Greg works closely with clients to help them achieve their financial goals by providing tailored strategies designed to build and protect wealth. His areas of knowledge include education and retirement planning, helping his clients achieve the peace of mind that comes with a financially secure future.
A CERTIFIED FINANCIAL PLANNER® professional, Greg earned his undergraduate degree from Virginia Tech and has an MBA from La Salle University. He completed his graduate coursework in Financial Planning from New York University.
Prior to joining JFS, he worked for over a decade at other boutique wealth advisory firms in the Philadelphia area, as well as serving as the Associate Director of Development at the Lankenau Medical Center Foundation, part of Main Line Health. Active in his community, Greg serves on the Board of Directors for the Bucks County Children’s Museum in New Hope, PA.
Having grown up in Doylestown, PA, he lives in the Philadelphia suburbs with his wife and their three children. A dedicated parent, Greg spends his time on the sidelines of his kids’ basketball and lacrosse games. He also enjoys reading biographies, listening to podcasts, and diving into home improvement projects.
