Broker Check
Greg Bayer, CFP®

Greg Bayer, CFP®

CEO/Founding Partner

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 career with American Express Financial Advisors (now Ameriprise Financial Advisors) and transitioned to the independent channel in 2004, joining Multi Financial (now Cetera Advisors).

Greg’s involvement in the community includes being a member of the LaGrange Sunrise Rotary Club (Rotary International) where he has been a past president twice and a member since 1998.

Greg is active in the local sports scene having completed the NYC Marathon three times and the Lake Placid Ironman race once.

His greatest joy is his family which includes his wife Crystal (former owner of Crystal’s Closet), daughters Reilly, McKenzie and son Braedon.