Meet Our Team

Financial Advisor John Gregg joined his father Mike Gregg's established practice in 2005. The team continued to grow with the addition of John's wife and Financial Advisor Katie Gregg in 2010 and a few years later, Hilary Barnett, our Senior Registered Client Associate.

We strive to maintain the same investment philosophy and high quality of client care that Mike began providing in 1993. Ultimately, we hope to help you avoid common investor mistakes: not having a strategy, having a strategy and not following it, and chasing performance as directed by fear or greed.

Our goal is to build lasting relationships and provide valued advice.