Greg is a Wealth Management Advisor. In this role he specializes in dealing with Federal employees as clients, providing advice and guidance on a wide variety of products and services that are tailored to fit the needs of each individual client. Greg believes Federal employees have unique employee benefits that should be maximized as the cornerstone to accomplishing their financial goals and retirement plan.
Greg is also a Training Instructor and has spoken at various Federal agencies conducting training in federal benefits and financial literacy tailored specifically for the federal employee and military personnel.
Greg started his Financial Services career after graduating from Towson University with a Business Administration degree and a concentration in Finance. Prior to WealthCrest, Greg worked for various financial service companies and helped clients solve their financial problems.
Greg was born and raised in Gaithersburg, Maryland. Outside of work, Greg enjoys being with his beloved wife, Diana, and playing with his children; Gwen, Juliette and Gunnar. When Greg has extra time he enjoys spending it on individual interests such as playing, coaching, and watching sports and absorbing himself into research on a topic of interest.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2015 - Current | 9 |
| Wealthcrest Financial | Springfield, VA | Nov 2014 - Current | 9 |
| Grimsley Agency | Gaithersbury, MD | Sep 2008 - Current | 15 |
| Novak Financial Planning | Belair, MD | Jun 2010 - Nov 2014 | 4 |
| Cadaret, Grant & Company, Inc. | Belair, MD | Jun 2010 - Nov 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
- MD
- VA
-
Total Assets Under Management372MILLIONS
-
Total Number of Accounts531ACCOUNTS
-
Average Account Value$700,374
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
DC, FL, MA, MD, NC, PA, TX, VA
Investment Advisory services offered through WealthCrest Financial Services, LLC a Registered Investment Advisor. Securities products offered through Registered Representatives of Cambridge Investment Research, Inc. Member FINRA/SIPC. WealthCrest Financial Services, LLC is not a subsidiary or control affiliate of Cambridge.
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