Greg has been a CERTIFIED FINANCIAL PLANNER™ since 1986. He began his career in the tax preparation business in 1976. Greg is passionate about working with widowed clients to help them fully understand their available financial resources and getting them in control of their financial futures. A Louisville native, and widower himself, Greg understands the challenges widows face. As a seasoned financial professional, he also works with many clients and business owners in retirement planning, employee benefits, 401(k) plans, IRA rollover services, and estate planning strategies, including life insurance. In his personal time, he enjoys travel, outdoor activities, spending time on his farm, and playing music with friends.
