Education and Designations
Certified Financial Planner™ (CFP)
Certified Financial Planning Certification Program, Boston University
Bachelor of Science, Finance, University of Utah
Financial Management Experience
Greg joined Net Worth Advisory Group in 2009 as a client service manager. In that role he gained valuable experience developing comprehensive financial plans, analyzing investment portfolios, and presenting retirement plans to clients. Prior to working with Net Worth Advisory Group, Greg worked as a sales representative before being promoted to manager for a home security company. Those experiences taught him to be aware of clients’ specific needs and concerns, skills which have proved invaluable as a financial planner.
Greg uses a comprehensive financial plan as a foundation to help outline clients’ retirement goals while providing peace of mind for the future. Through this process, he works tirelessly to help clients achieve their financial goals by managing their expectations, educating them about the market, and with efficient tax planning. This process is maintained and enhanced via semi-annual plan updates and investment performance reviews, all at a fee that is cost efficient for the client.
Greg believes the only way he can truly be accountable to his clients is through a fee-only platform, as opposed to working in a commission-based environment where conflicts of interest are inherent. This platform also provides him the opportunity to cultivate and develop life-long relationships with his clients. His services include: wealth management, investment management, company retirement plans, education planning, insurance evaluation, tax evaluation, retirement planning, pension and social security analysis, and estate planning.
Greg and his wife live in Eagle Mountain Utah with their three daughters. They enjoy vacationing in San Diego and playing golf.