Greg serves as the Director of Planning Services for Insight Financial Services. He entered the financial services industry in 1984. Greg's tenure in the business has included working as an adviser for two national insurance corporations, as well as Director of Client Relations at a private wealth management firm in Overland Park, Kansas. Greg was also responsible for implementing the endorsed, full financial services programs of the Missouri and Kansas Veterinary Medical Associations.
Prior to joining IFS, Greg was the Investment Specialist for a national insurance company's regional office in Overland Park, Kansas. Greg's responsibilities included training of all registered representatives, design and implementation of financial plans and product selection when appropriate.
As a Chartered Life Underwriter (CLU®) and a Registered Financial Consultant (RFC®), Greg brings a broad planning perspective of risk and wealth management to both his own clients, as well as to those of Insight Financial Services. In addition, Greg has obtained the Behavioral Financial Advisor (BFATM ) designation that was created to assist clients in recognizing potential non-rational, or emotional reactions to market behavior, portfolios, and investing. The ultimate objective is helping the client achieve their planning goals.
Greg and his wife, Tammy, enjoy spending time with their children, practicing their shot at the firing range, going to the theatre and listening to live music.