Starting in 1994 as a bank teller, Gregory Roden completed his MBA in Finance from Middle Tennessee State University and acquired his securities and insurance licenses before employing his academic and customer service skills for clients in the securities industry. He is passionate about assisting Financial Advisors and helping clients meet and exceed their operational and financial service needs. He believes that trustworthy communication and service is critical while steering investors’ needs towards their financial goals.

A native Nashvillian, Greg obtained his Bachelor of Science degree from David Lipscomb University. He has seen the city grow, as well as the growing challenges in helping investors create an environment of trust and loyalty where their needs are met with confidence and reliability. Greg has five adopted children; spending time with them and watching them grow drives him to be a source of service and dependability for both his family and his clients.

CA Insurance License #4006268 Residents State TN