Meet Greg

Greg is our Retirement Plan Specialist and a Senior Wealth Advisor. Greg is focused on helping small businesses thrive by providing retirement benefits to their most valuable asset – their human capital. He delivers strategies, systems, and services for managing employer sponsored retirement plans. He helps solve employer problems, manages fiduciary responsibility, and improves employer and employee outcomes. He implements systems which help plan sponsors simplify plan management, limit fiduciary liability, and improve employee engagement. His services include plan design, investment analysis and advice, plan benchmarking, provider search, fiduciary guidance, employee education and financial wellness. He is passionate about teaching the employees he serves how to create financial security and save for retirement.

Greg is a seasoned leader with over 41 years of financial services experience, the last 29 focused exclusively on working with employer sponsored retirement plans. He serves as an ERISA 3(21) or ERISA 3(38) Fiduciary on every plan he advises. He acquired valuable insider experience working for two different plan record keepers and learned best practices while affiliated with three different national retirement plan consulting firms. He is a retirement plan specialist with the knowledge, experience, and resources to serve 401(k), 403(b), 457 and Profit Sharing and Money Purchase Plans; Cash Balance and Defined Benefit Plans; ESOPs and Executive Benefit Plans. In addition, he has experience with custom target date funds, plan mergers and acquisitions, and Health Savings Accounts.

Greg gives back to the Human Resource Management community as an active member of Austin Human Resource Management Association (AHRMA) and Society for Human Resource Management (SHRM). He serves as the SHRM Liaison and as a volunteer on the Membership Committee of AHRMA. Greg enjoys the local music scene, art museums and exhibits, college football, and NHL hockey. On the weekends you may find him hiking or swimming and boating on our creeks, rivers, and lakes. He lives and plays in Austin, Texas with his daughter and pet beagle.