Resources and solutions for financial success are themes which Greg has built his practice around. Using retirement issues as the main focus, Greg works with businesses and individuals helping them to establish and implement a plan to pursue their financial goals.
In addition to working directly with his clients, in the past as a Registered Principal for Voya Financial Advisors, Inc., Greg has helped other financial professionals build their practice by providing training and mentoring them on using various planning techniques and financial products.
Since entering the financial services industry in 1976 with ING/Equitable of Iowa and becoming a General Agent in 1988, Greg has earned awards for service to his clients and management leadership.
Within the financial services industry, Greg's passion is seen by devoting his time to the National Association of Insurance and Financial Advisors. He has served in various leadership roles such as Past President, NAIFA - St. Paul; Past President - NAIFA Minnesota; Past National Committeeman NAIFA - St. Paul, and taught LUTC classes.
Greg graduated from the University of Minnesota College of Business Administration. He has earned the professional designation of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from the American College and is a current member of the St. Paul Financial and Estate Planning Council