315 Titusville Road
Greg has been in the financial services business since 1986. Greg holds FINRA Series 7, 63 securities registrations, and Life & Health insurance licenses. Greg has been a Certified Financial Planner (CFP) since 1992. Greg started his...
Chief Operating Officer/Partner
Sue has been in the financial services industry since 1994, joining Greg in 1997. Sue is currently responsible for oversight of new business processing, all client services as well as investment and portfolio research. Sue also serves...