MBA, AAMS, Owner, Financial Advisor
With an attitude of service and an eye toward the future, Greg helps clients by creating financial plans, developing personalized investment strategies and providing ongoing guidance to help them stay on-track to their goals.
He holds a Master’s of Business Administration (MBA), with honors, from the University of Kansas; and an Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning. He is a Certified Kingdom Advisor®, equipping him to explore faith and values and provide advice to Christians from a uniquely Biblical perspective. He hold Series 7, 9, 10, and 66 securities licenses and Life and Long-Term Care Insurance Licenses. Greg has served clients as a Financial Advisor for nearly fourteen years. Before opening his own private practice in 2012, he was a Vice President of Investments with A.G. Edwards, and V.P. / Senior Financial Advisor with Wells Fargo Advisors.
Greg also holds a Master’s degree in Biblical Studies and Theology from Abilene Christian University, Abilene, TX. Before his business career he served nine years in Christian ministry, mostly in Uganda & Kenya, working in church development and community service.
Greg was raised in Wichita, and has served on the national Board of Trustees for Hope for Life/Herald of Truth, as an Elder for his church, and the local boards of Christ@work, and his local Rotary Club. Greg has also served on the board and continues to be involved with Carpenter Place Girl’s Home, “Rebuilding Families, Restoring Lives” and serves on the Finance Committee of Pathway Church.