Chief Compliance Officer // Wealth Management
“I like being part of a team of great people who are driven to help clients build their financial wealth. I am proud of the work I have been able to accomplish at the firm to help clients better track their wealth and I enjoy the client connections I have developed.”
// CONTACT: 952.563.6930
Greg manages all aspects of industry compliance and financial management for the registered investment advisors (RIAs) in the wealth management division of the firm. Greg is known for increasing efficiencies by finding areas of improvement and working towards solutions.
Greg earned his bachelor’s degree in finance and marketing with a minor in computer science from the University of Iowa and is the treasurer for Music for Memories, a nonprofit with a mission to affirm, value and respect older adults with disabilities through music, memories and interactions.