Greg is a Financial Advisor with over 19 years of experience helping his clients plan for and achieve their financial goals. He takes a holistic approach and works to build personalized investment plans that help his clients address financial commitments throughout their lives so they can focus on their passionate pursuits.

After earning his BA degree in Business Administration with a focus in Economics in 1999 from Bethany University in Scotts Valley, CA, he began his career with Wells Fargo Bank as a Personal Banker in 2002. In 2005, he transitioned to Wells Fargo Advisors where he enjoys applying his knowledge of economics and finance to provide trusted advice and guidance to his clients.

Away from the office Greg is an avid car enthusiast with a focus on Porsches. He enjoys buying and restoring cars as well as racing one of his cars at a local race tracks in California. He also volunteers his time and resources to help make repairs on cars of those who can’t afford to have the work done at a professional shop. Greg enjoys hiking, fishing & dirt bike riding with his family. He and his wife live in Shingle Springs with their 2 boys.

California Insurance License Number 0E69552, Resident State CA