Greg is a Financial Advisor in the Waddell & Reed Waukesha office and strives to utilize various resources and investment options to develop comprehensive retirement plans for his clients. He works with a diverse group of families and professionals, using a wealth management plan customized for each client that is designed to help them prepare for retirement and distribute their wealth throughout their lives and their families’ lives.
Greg is originally from Wisconsin Rapids and graduated from Arizona State University in 2005. Previously he worked as an educator in the School District of Waukesha before entering the financial services field.
Greg and his wife Katie reside in Wauwatosa. In his leisure time he enjoys hunting, fishing, traveling and playing tennis.
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