Client Service Associate
Greg joined the financial services industry in 2023 as a Financial Representative Intern, later becoming a Client Service Associate (CSA) in 2025. In his role he supports advisors in delivering personalized financial planning strategies, while maintaining strong client relationships. He holds his Securities Industry Essentials (SIE) and Life and Health Insurance licenses. He leverages his background to assist and provide remarkable client onboarding, service, and investment-related processes. Greg earned his bachelor’s degree in business administration with a concentration in Finance from Furman University, where he developed a strong foundation in financial planning and investment analysis. Greg lives in Saratoga Springs and, outside of work, enjoys staying active, following the markets, and spending time with family and friends.