Greg is the Lead Financial Advisor on the West Coast for Aquinas Wealth Advisors, a personal wealth management firm based in Pittsburgh, Pennsylvania. For over 20 years Greg has advised clients in the area of comprehensive financial planning, asset allocation*, retirement planning, estate tax management techniques, agricultural risk management, and Catholic moral investing.
Greg graduated from Cal Poly State University in 2002 with a BS in Agriculture Business, minoring in Wine and Viticulture. He also earned the FSCP® — the Financial Services Certified Professional designation from the American College in King of Prussia, Pennsylvania, in November 2018. In 2022, Greg earned the CLTC® — the Certification for Long-Term Care designation.
Greg is involved in his community; he is a Catechist and serves on the Financial Advisory Board at St. George Melkite Greek Catholic Church. In addition, he is the Administrator of Hill Country School, and is often seen ferrying his kids to Rugby, Basketball, Gymnastics, English Horseback riding, 4-H, and Irish Dancing. He is an Eagle Scout and a 4th Degree Brother Knight in the Knights of Columbus.
Greg and his wife, Sarina, have been married for 16 years (as of 2023). They have seven children, Luke, John, Paul, Lucy, Martha, James, and Peter.
*Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.