Greg has spent the last 30 yrs in a professional career with Summit Financial, LLC and its prior founding companies. His focus has been ensuring the long-term financial goals of his clients and the security for their families. His clients are senior level professionals and business owners whose focus in life has been building and creating, and because of time and complexity, can benefit from a coordinated approach to their financial planning. His clients are located in numerous states through the country both US citizens and Foreign. Greg has extensive experience in diverse financial disciplines along with unique access to specialized professionals and top industry resources for financial services that has created a measurable value proposition.
He has also developed strategic alliances and support for accounting practices so they may expand their value proposition.
Greg lives in Sparta NJ and is married with 2 college age children who are all accomplished in their own right. Much time and investment has been made toward their talent to see them pursue their dreams.
Education: Rider University , BS in Finance, 1988
College for Financial Planning, Certified Financial Planner™ credentials
Comprehensive Estate Planning
Risk Management and Insurance Planning
Family Wealth Counseling
Comprehensive Financial and Retirement Planning
Business Continuity Inter-generational Planning