Greg has been an Investment Advisor for more than 20 years, during which he has a proud, proven history of helping individuals, the educator community and small business owners better their financial futures.
Greg realized early in his career that he thoroughly enjoyed working with people in this manner. He also found working with, and empowering, new advisors to be extremely rewarding and so he took responsibility for building a team of financial advisors that would join him in serving our community.
Greg takes a holistic planning approach to clients’ financial plans based upon their unique goals and individual risk profiles. Greg joined the FIDIR Financial Group (FFG) to provide enhanced resources to his clients through partnerships with like-minded, highly experienced financial professionals from throughout New York State. This formalized group of business partners will support clients with an increased depth of service that features fluidity and ease.
Greg received a Bachelors of Science degree in Economics and a Masters of Business Administration degree from Binghamton University. Greg is a Certified Financial Planner® professional which requires meeting rigorous education, training, and ethical standards.
Greg’s most special mentor relationships are formed on the baseball field in his role as “Coach” for his son Owen’s teams. He tries to avoid mentoring his daughter Olivia in her passion for dance, something everyone, most especially his wife, Brandi, is thankful for. Greg and his family enjoy traveling and are making it their mission to visit every Major League Baseball ballpark, preferably when the home team is playing the NY Mets.
CFP®and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. FIDIR Financial Group, (FFG) is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. AGE 5730959.1 (6/23) (exp 6/25)