As a Financial Planning Associate, Greg supports the advisory team in the preparation and implementation of client application and enrollment forms. Greg provides assistance gathering data regarding client financial information, processing cashiering transactions for clients and preparing client meeting agendas.
Greg is a graduate of the University of Maryland where he majored in Economics.
A standout lacrosse player at both the University of Maryland and the University of Virginia, Greg played in the National Championships in 2015 and 2016. A third team All-American, Greg was named to the All Big Ten Academic Team as well as the Big Ten All-Tournament Team.
Prior to joining WMS, Greg worked as an intern for Tangible Media and Jefferies LLC.
The culture and team atmosphere within the firm. Every day I get to collaborate with experienced and intelligent members of our team in order to accomplish a wide variety of tasks for our clients.
Play sports and spend time with my dog, family and friends.
Extreme Ownership by Jocko Willink & Leif Babin. The authors, previously Navy SEAL officers, provide compelling leadership lessons from their overseas tours that can be applied to business and everyday life.
Traveling to Turku, Finland with the USA U-19 lacrosse team.
University of Maryland sports, especially lacrosse.