Greg has been a CERTIFIED FINANCIAL PLANNER™ practitioner for over 20 years, and dedicates that extensive industry knowledge to helping clients pursue their financial goals. CFP® professionals complete a rigorous and comprehensive program, which covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. Greg is dedicated to his clients’ financial success and takes into account their individual objectives to design tailored strategies.

Before joining Alex. Brown, a division of Raymond James, Greg was a senior vice president at A.G. Edwards & Sons and a managing director at Deutsche Bank. He earned a Bachelor of Business Administration from the McCombs School of Business at the University of Texas at Austin.

When he’s not in the office, Greg enjoys spending time with his family and is an active member of the Salesmanship Club of Dallas. Originally from Abilene, Texas, he lives in University Park with his wife, Jenny, and their children, Greta and Gabe.