Greg’s practice provides a range of financial planning, investment and insurance solutions for individuals, families, executives, and small businesses. Greg and his team strive to stay on the cutting edge of changes in today’s marketplace, so that your financial plan can stay current with legislative, insurance and investment developments. The team is dedicated to helping you realize your personal financial goals by looking at your financial picture through a 360 degree lens while balancing two very important components; emotions and finances.
Greg received his Bachelor’s degree in Finance from Bentley University in Waltham, MA. He acquired the CFP® designation and earned a Master of Science degree with a major in personal financial planning. In his spare time Greg enjoys reading, golfing and playing basketball. Greg frequently conducts workshops and seminars on a wide variety of topics for corporations and professional organizations. Greg was born in Quincy, MA and currently resides in Marblehead, MA with his wife and children.