greg is a problem solver and a good listener, who can help you clarify your life, social, and financial goals and create a comprehensive fiscal plan that lets you gain control over your future. while he cultivates a big-picture worldview, working with partners all over the country, greg is also very committed to local economies. from the university of north carolina at charlotte, and a m.s.
after being a foundation director and doing charitable/tax planning in the 1980s, greg sought a broader approach to helping people connect their values with their money life. in 1992, he obtained licenses to practice investment management and financial planning, and launched money with a mission. as greg builds relationships with his clients, he engages with the myriad decisions that face individuals and families: what does ‘retirement ‘ really mean, which car to buy, how much to give to a charity, insurance questions, at what age to give money to children, etc. he wants to be like an ‘uncle louie’ – the person in your family who you’d turn to for financial wisdom and guidance!
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