Greg brings over 20 years of Financial Industry experience and knowledge to his role as a Financial Advisor with MTM Financial Group. He strives to deliver the highest level of professionalism and outstanding service to MTM’s appreciative clients through his core beliefs in hard work, honesty and integrity.
Greg collaborates with a team of seasoned professionals in the areas of Portfolio Management, Tax Preparation, Insurance, Social Security, and Estate Planning, in order to provide his clients a highly customized approach to their unique financial situation, portfolio objectives and stage of life.
Prior to joining the MTM family, Greg served clients as a Senior Financial Consultant with Charles Schwab and Company and TD Ameritrade providing relationship management, wealth advisory solutions and financial planning services.
Greg attended Pennsylvania State University in State College, PA and earned the Accredited Asset Management Specialist (AAMS®) designation from the College for Financial Planning. He holds the Series 7, 63 and 65 securities licenses in addition to being a registered Life and Health Insurance producer.
Originally from Lake Wallenpaupack, PA, Greg currently resides in Limerick, PA with his wife Donna and beautiful daughters, Hannah and Abigail.
Favorite Quote: “Whether you think you can or think you can’t, you’re right” – Henry Ford
Motto: “You can’t go back and change the beginning, but you can start where you are and change the ending” – C.S. Lewis