Our Team
Greg Allison, CFP®
Investment Management
Education
BS Personal Financial Planning, Texas Tech University 2002
Community Involvement
United Way of Northern NJ – Steering Committee
Environmental Endowment for New Jersey – Treasurer (current)
Texas Tech Personal Financial Planning Alumni Advisory Board
Greg loves being able to impact and improve the well-being of others.
Greg fell in love with Financial Planning as a Freshman at Texas Tech University, and by the time he graduated that passion took him all the way to the East Coast where he worked for two successful fee-only Advisory Firms in New Jersey and New York City. Over the course of the next 20 years, Greg was fortunate to be able to help thousands of individuals¸ families, and nonprofit organizations find financial peace of mind.
Along the way he was blessed to meet his wife Daniela, a native of Hoboken, NJ and today they have two young daughters that they look forward to raising in Dripping Springs. Greg feels extremely fortunate to be able to settle his family in a place that he has loved since childhood, the Texas Hill Country.
Get to Know Greg
What is your favorite book?
Empire of the Summer Moon is my favorite book as it is a rugged portrait of Texas history, one of my favorite subjects.
What's your favorite quote/saying?
Never make excuses. Your friends don't need them, and your foes won't believe them. - John Wooden
Where is your favorite vacation spot? Where would you like to visit?
The Salento Peninsula in far southern Italy where the Adriatic meets the Ionian Sea - complex history, great food, and plenty of sun and water.