Principal and Founding Member

• Jul 2019 - Present

Partner

• Oct 2012 - Jul 2019

As a Partner at Atlas Advisory Group, LLC, Greg specializes in retirement income planning and wealth transfer strategies for successful business owners and executives. Greg takes pride in educating his clients and designing customized plans that allow them to grow their wealth and mitigate risk. A trusted financial advisor to affluent individuals, families, and business owners nationwide, Greg’s reputation has been built on his deep knowledge of the ever-changing investment landscape. Greg works closely with accountants, attorneys, estate planners to design comprehensive plans tailored to meet each client’s unique goals and objectives. Atlas Advisory Group, LLC, is one of over 140 member firms in the US and the UK selected to partner with M Financial Group, offering exclusive access to M Financial’s proprietary offerings tailored to the specialized needs of its affluent clientele. _______________________________________________________________________________ Atlas Advisory Social Media Disclosure: https://goo.gl/6Mt7yU _______________________________________________________________________________

Credit Fixed Income Trader

• Aug 2005 - Aug 2012