Greg is a Investment Advisor Representative working in our Cornelius and Hickory offices. Greg has over twenty years of experience in the financial services industry. He is proficient in financial planning, insurance, long term care, and has experience with many investment instruments and tax strategies.
Greg began his career at AXA Advisors and served as Divisional Vice President. Upon relocating to Charlotte, Greg worked as a Wealth Management Advisor at TIAA. Before joining Aspire Private Capital, Greg worked as a Senior Consultant at LPL Financial where he had several roles including Investment Advisory Consultant and LPL Research Senior Consultant. He joined Aspire Private Capital in January 2018.
Greg is a graduate of Queens University with a Certificate in the Financial Planning program as well as earning a BA in Economics at the University of Michigan. Greg has passed the Series 7 and 66 securities examination, earned the CERTIFIED FINANCIAL PLANNER™ certification and licensed by the NC Department of Insurance in Life Insurance.
Greg is a Michigan native and relocated to North Carolina in 2007. He resides in the Mountain Island Lake area of Charlotte with his wife, Vicki and sons, Collin, and Alec.