About Greg
Greg helps clients prioritize their most important life goals and walks alongside them as someone they can trust to accomplish them. He takes great pride in being part of a team that helps others determine financial needs they otherwise wouldn’t have seen on their own.
Outside the office, Greg serves on the Dallas-Fort Worth Financial Planning Association’s board of directors He helped form the Texas A&M Financial Planning Alumni Advisory Board, which fosters the growth of the next generation of Aggie financial planners.
Greg holds a Certified Financial Planner® and Registered Life Planner® designation.
Education and Professional Milestones
-Texas A&M University - bachelor of business administration in finance and a certificate in financial planning
-Has held roles as a financial advisor at Clintsman Financial Planning and at an independent wealth management firm in Dallas
Greg helps clients prioritize their most important life goals and walks alongside them as someone they can trust to accomplish them. He takes great pride in being part of a team that helps others determine financial needs they otherwise wouldn’t have seen on their own.
Outside the office, Greg serves on the Dallas-Fort Worth Financial Planning Association’s board of directors He helped form the Texas A&M Financial Planning Alumni Advisory Board, which fosters the growth of the next generation of Aggie financial planners.
Greg holds a Certified Financial Planner® and Registered Life Planner® designation.
Education and Professional Milestones
-Texas A&M University - bachelor of business administration in finance and a certificate in financial planning
-Has held roles as a financial advisor at Clintsman Financial Planning and at an independent wealth management firm in Dallas