About Gregory

Above Photo Credit: Lauren E Photography

Helping Clients Make Confident Financial Decisions for Over 20 Years

For more than 20 years, Gregory has been helping clients achieve their financial goals through innovative and personalized strategies. He chose to become an independent advisor to offer a higher level of service and support to his valued clients. What Gregory likes most about being a financial advisor is having his finger on the pulse of what’s happening in the world so he can position his clients to better meet their end goals.

Prior to launching his independent practice, Gregory spent a decade as a financial advisor in the banking sector at BB&T/Truist in addition to time at Ameriprise and AXA Advisors. He chose Cambridge Investment Research, Inc. as his financial solutions firm to better serve his clients.

Outside of work, Gregory’s life revolves around his family and community. He and his wife, Marina, stay busy supporting their two daughters, Mya and Callie, in their many activities. Whether it’s soccer, basketball, dance, acting, or ice skating, Greg and Marina can be found in the crowd cheering on their girls. Their family shares a love of animals and have two cats and four dogs.

Check the background of investment professionals on FINRA’s BrokerCheck.

Credentials:

  • Certified Financial Planner® Professional
  • ChFC® – Chartered Financial Consultant®
  • MBA – The Citadel
  • BSBA in Finance – University of South Carolina
  • FINRA Series 7, 63, and 66 licenses

Volunteer Activities

  • Our Lady of the Hills Church Finance Committee
  • Lexington Rotary
  • Lexington Chamber of Commerce
  • Rocky Creek Elementary PTO and School Improvement Committee
  • Village Square Theater Board of Directors