Gregg is a Registered Principal and Wealth Manager with over 32 years of experience in the financial industry and 26 years as a registered financial advisor. With a philosophy rooted in integrity, conservative investing, and personal growth, Gregg has dedicated his career to helping clients build lasting financial confidence. Since beginning his journey in 1999, he has remained committed to guiding individuals and business owners toward meaningful, long term success.

Gregg currently holds his Series 7, 9, 10, 63, and 65 licenses, along with professional designations including Certified Plan Fiduciary Advisor (CPFA®) and Accredited Asset Management Specialist (AAMS®). His approach is built on diligence, consistency, and a genuine desire to see his clients thrive not just financially, but personally as well.

Beyond his work in finance, Gregg is deeply involved in his local community. He runs a nonprofit organization that supports children participating in sports. His hope is to help young athletes grow through teamwork, discipline, and opportunity.

Gregg takes pride in helping clients pursue their goals, grow their wealth, and gain greater financial security. As he often says, “One day, I hope it can be said of me that I helped 500 of my closest friends become better off than they once were.”

Ethan serves as the firm’s Operations Director, bringing over 10 years of experience overseeing systems, procedures, and workflow that support a consistent, high quality client experience. He places a strong emphasis on every client interaction, ensuring that onboarding through ongoing service is handled with efficiency, clarity, and precision.

Ethan holds a Bachelor’s degree in Business Management from the University of North Georgia and maintains his Series 6, 7,  63, and 65 licenses. With extensive knowledge in operations and management, he works closely with team members and clients to drive excellence across the firm.