Since 2012, Greg has guided clients through the complexities of wealth management with a simple, structured approach: Protect → Save → Grow. This philosophy ensures every step is intentional, personalized, and aligned with long-term goals.
Greg helps professionals and families design financial strategies that do more than grow numbers on a page—he helps protect what matters most and create the freedom to live without compromise. Because money should be a tool that empowers—not a source of stress. Greg's goal is to simplify the complex, so his clients can focus on what they value most: family, freedom, and their passions.
Greg is a University of Miami graduate. When he's not working with clients, you’ll find Greg enjoying life on Long Island—spending time with wife Casey, daughter Liv and son Bennett. Outside of the house Greg is passionate about watching sports, golfing with friends, playing tennis + volleyball, exploring new restaurants, and running around with his dog Bradshaw.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian). CA Insurance License Number - 0I70079.