B.A., Economics and Business Foundations, The University of Texas at Austin

Professional Involvement

NAPFA South Region Basic Training Conferences, past chair
Adjunct instructor for the Financial Planning Certificate Program, The University of Texas at Austin

Community Involvement

River Ridge Elementary Watch D.O.G.S. Top Dog Coordinator
Any Baby Can Board of Directors (Former Board Chair and Interim Co-CEO)
Young Men’s Business League (YMBL)
Big Brothers & Big Sisters of Austin

Awards & Recognition

2018 Any Baby Can Rockin’ Round Up Healthy Families Champion Award
2013 Finalist, Austin Under 40 Awards, Finance
2011 Best Financial Advisors for Doctors list by Medical Economics
2008 Excellence in Teaching Award, The University of Texas at Austin

Kids mean the world to Greg. Not only his own but those of our clients.

As head of the Wealth Planning group and client relationships, Greg is committed that every financial plan be constructed to meet the specific needs and goals of our clients. He is a master of relationships. Greg has a knack for making the complex seem uncomplicated, and for putting people at ease talking about personal and sensitive financial information.

His quick-witted humor may have something to do with it, along with his gift of remembering movies verbatim – including background music!

Greg and his wife have three little ones that keep them very busy and bless their lives abundantly.

Get to Know Greg

What is your favorite storybook or cartoon character?

Ralph Wiggum from The Simpsons.

What is the one food you would never give up?

String cheese.

What is your favorite quote or saying?

“Not everything that can be counted counts, and not everything that counts can be counted.” – Albert Einstein

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