Over time, Greg’s focus broadened to encompass more comprehensive financial strategies. He recognized the importance of building generational wealth and sought to equip families with the tools to achieve it. This led him to pursue and obtain his insurance license, with plans to acquire additional licenses in the future. He now helps clients not only achieve homeownership but also access financial wealth strategies, primarily through insurance and tax planning.

Greg’s consultative sales approach has fostered a strong referral network. Outside of work, he enjoys golf and coaching Pop Warner football.

• Graduated from Lakenheath AFB, American High School, UK
• Graduated from the University of California, Riverside (Business Administration/Marketing)
• Licensed Insurance Agent
• Licensed Mortgage Professional with NMLS

Having transitioned to the insurance industry a few years ago, Greg’s current mission is to educate both businesses and individuals on how to leverage underutilized tax codes and financial strategies. His goal is to help them build wealth and, importantly, preserve that wealth through retirement.