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Gregg was born, raised, and educated in New York. After graduating from New York University, he spent the first 14 years of his business career as a franchise owner, operating a multi-million-dollar weight loss business. In addition to owning and managing his franchise, he created a restaurant concept called “Juice & Java.”

Today, Gregg is a Financial Advisor and CERTIFIED FINANCIAL PLANNER® professional based in Scottsdale, Arizona, bringing more than 25 years of experience in wealth planning and investments. He finds great fulfillment in helping clients pursue and achieve their financial goals. His practice includes managing assets for individuals, trusts, charitable organizations, and businesses. His areas of focus include retirement planning strategies, education funding strategies, tax efficient investing, and insurance planning. Drawing on his earlier entrepreneurial background, Gregg is especially well qualified to work with business owners and entrepreneurs.

Gregg’s mission is to provide objective, timely financial advice delivered with the highest level of professionalism. As a dedicated student of the capital markets, he strives to understand the complexities of an ever changing financial landscape. His ultimate goal is to enhance the quality of his clients’ lives by helping them achieve clarity, confidence, and long term financial success.

Steve has been working with individual investors for more than 40 years, drawing on extensive personal and professional experience across all areas of investment planning to help clients pursue their financial goals. A 1982 graduate of Arizona State University, Steve began his investment career at E.F. Hutton in 1984 and became a CERTIFIED FINANCIAL PLANNER® professional in 1998.

Steve is deeply committed to community involvement and regularly participates in volunteer efforts, including food banks, charity kitchens, adaptive sports programs, and the Wellcare Foundation. He has previously been a member of the Mesa Rotary Club and has served on the boards of both the National Archery Association Foundation and the Not My Kid Foundation.

Steve earned his B.S. in Business Administration from Arizona State University.

Laura has been working with financial advisors for more than 30 years, bringing extensive personal and professional experience across the operational side of the advisory business. She finds great fulfillment in supporting her advisors and helping their practices run smoothly and successfully.

A graduate of Northern Arizona University, Laura began her career at Prudential in New York, New York. She has been an integral part of the team with Steve and Gregg since 2001, contributing to the growth, efficiency, and client service excellence of the practice.

Outside of work, Laura enjoys spending time with her husband and their two dogs, Tucker and Tonya.

Alexander is the newest addition to the team, joining as an Associate in 2024 and now fully certified as a Financial Advisor. From a young age, he understood the importance of investing and the power of long term wealth planning. Inspired and mentored by his father—also a financial advisor—Alexander developed an early appreciation for saving, disciplined decision making, and the role thoughtful guidance plays in helping individuals achieve their goals.

Alexander graduated from Arizona State University with a degree in Financial Planning, building a strong academic foundation to complement his passion for the profession. He is committed to providing actionable, timely financial advice delivered with the highest level of professionalism and care.

Outside the office, Alexander enjoys traveling with his fiancée and spending time reading about the capital markets and the evolving financial landscape.