Axa Advisors

Greg graduated from Utah State University with a degree in Finance and a minor in Korean.  He is licensed in Idaho, Utah, Oregon, and Montana for the sale and transaction of insurance and securities.  Greg has received his FINRA series 7 General Securities license, series 66 Investment Advisory license, and State Life, Health, Disability, and Long Term Care producer licenses.   He has also received a certificate from the Wharton Retirement Planning Training Program, held and instructed by Wharton School Professors on the campus of the University of Pennsylvania. 

Greg is an active member of the National Association of Insurance and Financial Professionals (NAIFA) and currently serves on the Board of Directors for the Greater Boise area.  In his first full year in the Financial Industry Greg was awarded “Rookie of the Year” by AXA Advisors in the Utah, Idaho, and Wyoming region.

In 2006 Greg was awarded the premier distinction of being inducted into the national conference of Million Dollar Round Table for top producers in the Financial Industry.  He was also honored with the producer of the year for all Junior Associates in the intermountain region for AXA Advisors.

Greg is active with the Boise Metro Chamber of Commerce and is a graduate of Leadership Pocatello, through the Greater Pocatello Chamber of Commerce. He actively supported  Pocatello’s annual Portneuf Valley Paintfest community service project.  Greg served on the Pocatello Zoological Society Board of Directors as the Executive Board Vice-President; and fulfilled an appointment by the Pocatello City Council serving on the Parks & Recreation Advisory Board for the city of Pocatello.  His other service includes serving on the Leadership Pocatello Board of Directors and serving on the Executive Committees for both the annual Smile-fest and Surfin Safari fundraisers in Pocatello.

Greg and his wife Jessica have four children.  They live in Eagle, Idaho and enjoy all that Idaho has to offer!   Greg and Jessica are active in many outdoor events, ranging from snow skiing to mountain biking.  They also enjoy running and compete in local road races every summer. 
Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Lease Payment

How much would your monthly lease payment be?

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Newsletters

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

HOT TOPIC: What's Ahead for 2010?

Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?

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