Trusted financial strategists and personal advisors
We believe that financial prosperity is best paired with personal fulfillment and understand both can be challenging to achieve. Our distinct approach uses both financial and personal advising to help you strive toward holistic success. We’ll get to know your every hope, uncertainty, and preference so that we can support sound decisions–both with your money and in your everyday life.
NM Insurance License #7139911
Greg has over 30 years in consulting with the last 16 in the financial services industry. The foundation of his practice has always been squarely on the client, with a holistic approach that is about understanding and working toward both personal and financial goals. Greg’s investment philosophy is focused on listening, which fosters outstanding, long-term relationships with clients. He also conducts retirement seminars to educate people on avoiding the pitfalls that can exist on the road to reaching their financial independence.
Are we a good fit?
As we grow together, we’ll work to understand your interests, aspirations, and concerns so we can craft a custom course of action. During this process, we often discover our clients share similar values with us—an important indication that we’d work well together.
If you agree with these statements, let’s chat!
- I’m interested in a close, personal relationship with an advisor.
- I’m looking for a bigger picture approach to finances.
- I’m eager to plan for actionable goals.
Ready to start
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