Greg grew up in a military family, where his father served in the United States Air Force. Home was where his family was. After graduating from Florida State University, Greg moved to Atlanta, Georgia. He and his lovely wife, Jodi, have been married for almost 30 years. They started their family in 1998 and over the next six years they had five spirited children – Will, Gracelyn, Maggie, Kate, and Wayne. Greg is a three-time IRONMAN Triathlete. He enjoys golfing, music, and spending intentional time with his family. He is passionate about staying active and traveling. Greg and Jodi attend Perimeter Church and support YoungLife, Navigators, Cafe1040, and Compassion International.
Greg is a Private Wealth Advisor and Founder of Fidelis Private Wealth Partners, a private (boutique) wealth strategy and financial planning firm based in Atlanta, Georgia. Greg aims to know clients and provide actionable wisdom that drives higher probability outcomes.
Greg specializes in the following areas:
- Comprehensive Financial Planning
- Retirement Income and Distribution Planning
- Integrated Wealth Management
- Estate Planning
- Insurance Planning (Life, Disability & Long-Term Care)
- Business Succession Planning
- Executive Benefits ad Incentivization Planning
Greg has earned the following professional credentials:
- CERTIFIED FINANCIAL PLANNER™ Professional
- Retirement Income Certified Professional (RICP®)
- Chartered Financial Consultants (ChFC®)
- Chartered Life Underwriter (CLU®)
