Greg graduated from Purdue before obtaining an MBA at University of Houston. Greg started his career in Financial Planning & Analysis in the energy industry in Houston, Texas prior to relocating to Cody, Wyoming in 1997. Greg managed the Financial Investment section at a local bank. In 2006, Greg became an independent advisor and started Wealth Strategies and Consulting with the vision of offering unbiased & honest financial advice.
Credentials
General Securities and Principal License with FINRA
Disability, health, and life insurance licensed
Certified Financial Planner registered with the International Board for Certified Financial Planners
University of Houston | Master in Business Administration
Purdue University | Bachelor of Science