Greg has a passion for helping businesses maximize their employer sponsored retirement plans because he believes everyone deserves an opportunity to be financially free. He enjoys working with business owners to understand their goals and provides solutions that helps them and their employees live well and retire comfortably. Greg has over 12 years of experience in financial services with 10 years focused specifically on retirement plans. His first job after college was with The Vanguard Group (Malvern, PA) where he formed a strong foundation in customer service, mutual funds, and securities trading. At Lincoln Financial Group (Radnor, PA) he honed his retirement plan expertise, sales acumen, and management skills. He joined the Tycor (Berwyn, PA) team in January 2018.
BS in Finance, Penn State
Accredited Investment Fiduciary® (AIF®)
Chartered Retirement Plans SpecialistSM (CRPS®)
Enjoys spending time with his wife and three kids
In his free time, he likes watching sports, working out, and playing guitar
He’s committed to continuous learning through reading, webinars, podcasts, etc.