Greg brings over 15 years of experience in the financial planning industry. Greg’s passion for wealth management started at home. When his father unexpectedly passed away at an early age, his family remained financially stable because of the steps his father took with estate and legacy planning. This tragic event inspired Greg to help his own clients protect their biggest asset – their families.

As a fiduciary, Greg takes a client-first approach to financial planning and holds the prestigious CFP certification, along with the Certified Private Wealth Advisor certification – an advanced credential for advisors who work with high-net-worth clients. His insights have appeared in various media publications, including the Wall Street Journal, Barron’s, Financial-Planning.com, AARP, MarketWatch, and CNBC, among others. He is a member of the N.J. Chapter of the Financial Planning Association and the Investments & Wealth Institute. Greg and his wife, Melissa, reside in Bergen County, NJ. Outside of the office, Greg enjoys traveling, hiking, and attending their favorite college sporting events.