Greg joined Equitable Advisors to leverage his financial and business acumen in helping his clients develop holistic and customized strategies that meet their personal, professional, and legacy goals and objectives. Greg is valued for his creative and thoughtful approach, along with education and transparency, to empower his clients for effective decision-making and financial well-being.
In 2026, Greg joined an experienced group of financial professionals at Paramount, which consists of Financial Professionals registered and licensed with Equitable Advisors and Equitable Network who are distinguished for maintaining a high standard of experience and service.
Greg delivers tax-efficient investment and income strategies for professionals, business-owners, individuals, and families while managing risk and uncertainty at all stages of life. His strategic focus with business owners includes: risk mitigation; employee and executive benefit plans; and long-term tax-efficient wealth accumulation and diversification. His approach to strategic, succession, and legacy planning, entails sound asset, income, and tax diversification.
Prior to returning to his native Milwaukee, Greg earned his B.A. from The American University, School of International Service with majors in International Development, Economics and Spanish/Latin American Studies, and his MBA from Boston University in Finance and Accounting with a dual master's degree in Public Sector and Nonprofit Management. Prior to his first professional roles as a Teaching Associate at Harvard University's School of Public Health and as an international Management Consultant, Greg resided and worked in Spain and served in the Peace Corps and US Foreign Service in the Central American region.