As a native of Rochester, New York, I attended high school locally then went on to earn my BS in Business Management and Marketing from the University of Dayton in 1980.
In 1987, I decided to enter the financial services business with National Life Group, founded in 1848. My practice consisted of small business owners, professionals, and families concerned about their financial security. Over the years, I developed experience with Business Succession planning, utilizing life insurance and disability insurance to provide income guarantees and profit sharing plans, ensuring a good retirement for each of my clients. For families, survivorship, college education, and retirement planning became integral parts of my practice.
I received my Chartered Life Underwriter designation in 1997 from The American College of Financial Services. In 2014, I earned the designation of Retirement Income Certified Professional. I have been a member of the Society of Financial Service Professionals for over 21 years and served as president of our local chapter from 2014 to 2015.
I am a board member for the Rochester Regional Health Foundation and St. Ann’s Community Foundation. I have been a member of Rochester Rotary for over 10 years.
As a part of NPA Financial, I look forward to, “Making a dramatic impact on the lives of others.”
Greg is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities and investment advisory services in NY and life licensed in NY.