Building strong client relationships and providing financial solutions to match your unique goals.
As Vice President, Wealth Advisor, Greg is responsible for growing quality client relationships by providing sound financial guidance to high-net-worth individuals and families. Greg takes a detailed approach to financial planning that centers around clients’ goals and values. With professionalism and positive energy, Greg always strives to go above and beyond for his clients to ensure their satisfaction.
Experience
- Joined the financial services industry in 2015
- Holds the FINRA Series 7 and 66. Licensed in life, health and variable annuity insurance
- Bachelor of Applied Arts Degree in Entrepreneurship and Finance
- CERTIFIED FINANCIAL PLANNER™ professional
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Retirement and Financial Planning
- Wealth Strategy
- Investments
- Estate Planning
Community Involvement
- Active volunteer with Junior Achievement of Wisconsin