Greg graduated from Utah State University with a degree in Finance and a minor in Korean. He is licensed in Idaho, Utah, and Oregon 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.
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 that year with the producer of the year for all Junior Associates in the intermountain region for Equitable Advisors. In 2015 Greg was honored with the Edward F. Glennon award of Excellence for his contributions to the Boise National Association of Insurance and Financial Advisors. In 2017 Greg was recognized by the non-profit group LifeHappens.org for his financial planning experiences with clients.
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.
