A long-term Trusted Affiliate and Owner of Ingenium Financial, LLC, Greg has been in the financial services industry for over 19 years. He enjoys working with clients to help them make educated decisions with their money. He also enjoys helping people find new ways to solve old problems. Greg’s focus on education also applies to himself. In addition to an MBA, he also holds Certified Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Certified in Long Term Care (CLTC) professional designations.

Greg works with clients on life insurance, disability income, and long-term care needs as well as saving goals and retirement planning. Greg also enjoys working with small business owners on succession and transition planning to and through retirement.

Greg enjoys spending time with his wife, Jennifer, and son, Alex. They enjoy outdoor activities like hiking and swimming or sporting events. They also enjoy spending time indoors with a good movie or sharing a good meal. Greg also enjoys woodworking and carpentry as well as working in the yard.