As a Financial Advisor with Smith Moore, Greg utilizes more than 25 years of investment and planning experience to help his clients realize their goals. Greg is a CERTIFIED FINANCIAL PLANNER™ professional and prides himself in maintaining quality client relationships by custom-tailoring investment portfolios and financial plans to specific clients.
By blending and balancing various investment vehicles including funds, individual equities, and bonds, Greg tailors portfolios to the client’s individual circumstances. Greg’s investment philosophy focuses on building a portfolio of high-quality equities to provide growth and income over the long-term. Short-term portfolio needs are satisfied with more conservative, stable investment vehicles.
Greg joined Smith Moore in 2015 and strongly believes that the firm is the perfect size – large enough to provide the latest resources and technologies relating to portfolio management and financial planning, yet small enough to adjust to the specific needs of every client.
Greg graduated from Marquette University in Milwaukee with a BS in Civil Engineering. In his free time, he enjoys golf and is an avid runner. He and his wife, Jo, live in St. Louis and are active in their local church community.