Retirement Planning Specialist
Greg graduated from Utah State University with a degree in Finance and a minor in Korean. Since 2003 he has been licensed 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 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 Retirement Planning . Greg recently completed and been awarded the title of Credentialed Holistic Financial Coach issued by Columbia University's Coaching Center of Excellence in partnership with Equitable Advisors, LLC.
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. Greg has also been recognized by the non-profit group LifeHappens.org for his financial planning experiences with clients.
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.