Greg advises retirement plan fiduciaries and committees by making proactive, technical, and unbiased recommendations based on strong knowledge of plan design, compliance, communications, administration, investments, and industry trends. He works directly with plan sponsors to mitigate risk and maximize features when structuring and reviewing their retirement plans. As an experienced financial counselor who understands employee behaviors, he identifies how employers can improve retirement outcomes and promote retirement preparedness for employees. Greg has obtained the Accredited Retirement Plan Consultant (ARPC) designation which is awarded to industry professionals who have demonstrated the knowledge required to help employers sponsor plans that enable employees to effectively save and plan for retirement. Greg joined Wealth Enhancement Group in 2021 through the QCI merger. Learn more about our Retirement Plan Consulting approach.
- BA, SUNY Geneseo
- MBA - Finance, The William E. Simon Graduate School of Business Administration at the University of Rochester
- Accredited Retirement Plan Consultant