B.A., Economics and Business Foundations, The University of Texas at Austin
NAPFA South Region Basic Training Conferences, past chair
Adjunct instructor for the Financial Planning Certificate Program, The University of Texas at Austin
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
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
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.
Ralph Wiggum from The Simpsons
“Not everything that can be counted counts, and not everything that counts can be counted.” – Albert Einstein