Greg is a registered representative and investment advisor representative of Securian Financial Services, Inc. He holds Series 6, 7, 63 and 65 registrations as well as his life, accident and health insurance licensure. Greg is registered in MA, RI, and NY.
Greg earned his Accredited Investment Fiduciary (AIF®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. Through the AIF® designation, he has received formal training in investment fiduciary responsibility. In addition, Greg has earned his Long-Term Care Professional (LTCP) designation. The LTCP is co-sponsored by America’s Health Insurance Plans (AHIP), the National Association of Health Underwriters (NAHU), and the National Association of Insurance and Financial Advisors (NAIFA). Greg is well versed in the methods of financing long-term care needs, long-term care insurance products, and issues surrounding claims and administration.
Greg believes that people desire a strong relationship with the individual who is helping to determine their financial future. He aims to exceed the expectations of his clients by fully addressing the following client priorities:
- Understand my situation
- Educate me
- Respect my assets
- Solve my problem
- Monitor my progress
- Keep in touch
Every client has a unique set of needs, objectives and resources. Greg believes in a holistic planning approach which starts by truly listening to his clients. He addresses his client’s financial needs by prioritizing their bottom-line importance and then implementing budget-friendly solutions that positively impact their personal finances.
Greg obtained a Bachelor of Science degree in Finance from University of Massachusetts Dartmouth. He was thrice elected to the student senate and was recognized for his on-campus leadership contributions. Greg was a member of the NCAA Division III Men’s Swimming and Diving team. Greg has held roles in multiple Fortune 500 corporations including Johnson & Johnson and Automatic Data Processing. In his spare time, Greg enjoys staying fit, documentary films, and international travel - 17 countries visited to date. He lives with his wife in Boston, Massachusetts.
Securities and Investment Advisory Services offered through Securian Financial Services Inc, member FINRA/SIPC.
Pioneer Financial Group is independently owned and operated.
333 Elm Street Ste 125, Dedham MA 02026