Greg is a nationally-recognized consultant, lecturer, and insurance expert. He has published articles in several national insurance magazines, has co-authored the Financial Need Analysis I Cassette Program, and has spoken throughout North America, including nine times at the prestigious Million Dollar Round Table. Greg has qualified for the Million Dollar Round Table every year since he has been in the financial planning business. He has also qualified for Top of the Table, The Forum 400, and is a past President of the Hartford Life Underwriters.
He is listed in Who’s Who in America and Who’s Who in Industry and Finance. Greg earned the coveted CERTIFIED FINANCIAL PLANNER® designation and in 2008 was recognized as one of America’s Top Financial Planners by Consumer’s Council of America. Greg is a graduate of the University of Connecticut, where he was co-captain of the swim team and an All-New England swimmer. In 2013 Greg was the recipient of the Red O'Neill Award - the University of Connecticut's highest honor for a former student-athlete who has made a significant contribution to and achieved great success in their chosen field of endeavor.
Greg’s involvement in the community goes beyond the insurance business. He currently serves on the Boards of the Savings Bank of Manchester Charitable Foundation and the Connecticut Center for Entrepreneurship and Innovation. He is a member of the Founders Society of the University of Connecticut as well as serves on the Board of Directors for the Wolff Family Charitable Foundation.
Greg was a 30-year board member of Eastern Connecticut Health Network, which includes serving as a Vice Chair of the Executive Committee, he was also a past Board member and an Executive Committee member of the Savings Bank of Manchester. Other community activities include: Past President of the Manchester Chamber of Commerce, Past President of the Hartford Association of Insurance and Financial Advisors, Past Chairman of the Hartford March of Dimes Walkathon and Past Chairman of the Heart Fund Drive in Manchester, CT, Highland Capital Advisory Board, Co-Founder of Manchester Soccer Campo, Board member of Ellington Ridge Country Club, Head of Golf Committee and Advisory Board of Lakewood Ranch Country Club, President of Local VSS Swimming Chapter, Former Executive Committee Member of Kingswood Oxford School Parent Council.
Greg is eminently qualified in estate, business and tax planning, as well as life and disability and long term care insurance. He is an advocate of continuing education and keeps abreast of the most current developments in the industry, focusing on the needs of closely-held businesses and wealth preservation.
Greg is one of the foremost experts in the country working with family businesses on how to transition the ownership to the next generation and provide affordable exit strategies. His goal is to be a trusted advisor that will work with the CPA and attorney to help the family save income taxes and estate taxes. Greg works with his son and partner, Keith, so they have a unique perspective and understand firsthand how family businesses work and the issues they face. Together, Greg and Keith try to maximize the income the parents receive in retirement and transfer the ownership to the next generation in the most tax efficient and practical way possible. Greg and Keith have helped hundreds of family businesses with this objective in mind. They are Certified Financial Planners and continue to attend seminars, workshops and family business meetings to keep current on cutting edge strategies for their clients.
Greg’s leisure time is spent playing golf and sharing time with his family: his lovely wife Liz; their son Keith, daughter-in-law Kris and their two boys, Jackson and Devin; their son James and their son Kyle, his wife Kelsey and their daughter, Libby and son, Matthew.