Advisor Profile

Greg is a seasoned wealth management professional with experience developing, implementing, and monitoring customized investment strategies. He specializes in cost-effective investment options and tax-efficient solutions, helping high-net-worth individuals, including medical professionals, business owners, and senior executives achieve their financial goals. His expertise spans retirement planning, Social Security maximization strategies, college savings, estate planning, charitable gifting, insurance and income tax planning. 

In addition to his client-focused advisory work, Greg serves as the Regional Plan Specialist for Choreo’s Retirement Plan Advisory Service practice in Wisconsin. In this role, he works closely with investment committee members to enhance the advisory experience and support fiduciary responsibilities. His deep knowledge of retirement planning strategies ensures that corporate retirement plans align with the long-term financial well-being of both employers and employees. 

Before joining Choreo, Greg was a Director at RSM’s Wealth Management practice, where he played a key role in designing and overseeing personalized investment strategies tailored to client objectives. Throughout his career, he has maintained a strong focus on cost-efficient portfolio management and tax-conscious financial planning, ensuring his clients maximize their wealth while mitigating risk.

Greg is committed to delivering strategic, data-driven financial guidance that helps clients navigate complex wealth management decisions. His dedication to personalized service, combined with his expertise in tax and investment strategies, makes him a trusted advisor to individuals, families and organizations seeking long-term financial success.

Greg is actively involved with Make-A-Wish Wisconsin in various capacities and currently serves on the Madison Regional Advisory Council. In his free time, he enjoys Wisconsin sports - including the Packers, Badgers, Brewers, and Bucks - and spending time with his wife and son.

PROFESSIONAL AFFILIATIONS & DESIGNATIONS

• CFP® and AIF®
• Registered Investment Advisor Representative

EDUCATION

• B.A. Economics – University of Wisconsin - Madison