As Wealth Advisor, Greg works closely with clients to help them achieve their financial goals, like saving for college costs and securing the ideal retirement. This is accomplished by providing trusted advice and tailored strategies designed to deliver organization and peace of mind to build and protect wealth.
Greg received a Bachelor’s Degree in Urban Planning from Virginia Tech and an MBA in Finance from La Salle University. Greg completed his graduate coursework in Financial Planning from New York University and holds the CERTIFIED FINANCIAL PLANNER™ designation.
Prior to joining JFS, he worked for over a decade at other boutique wealth advisory firms in the Philadelphia area, as well as time in service of the Lankenau Medical Center Foundation (part of Main Line Health) as the Associate Director of Development. Active in his community, Greg serves as a member of the Tredyffrin Township Historical Commission and formerly served as Treasurer for Friends of Linwood Park in Lower Merion, PA.
Having grown up in the Doylestown, PA, area he now lives in the Philadelphia metropolitan area with his wife and their three children. Outside the office, Greg spends time on the sidelines of his kids’ basketball and lacrosse games, reading biographies, listening to podcasts, and diving into home improvement projects.