Gregg began his career as a CPA, but always maintained a passion for the financial industry. In the late 1990s he formed a wealth management practice affiliated with the regional accounting firm where his career began. In 2006, both firms were acquired by a large multinational firm where Gregg became a director for the Philadelphia region. After 12 years, he decided to return to his roots forming a more personal boutique firm approach. He finds excitement setting clients on a path to financial success through comprehensive financial planning. This work involves not only designing investment and risk mitigation strategies for individuals, multi-generational families and entrepreneurial entities, but also laying the groundwork for goal-oriented plans for college, retirement and wealth transfer all with an eye towards tax consciousness. In his free time, he enjoys working with charitable organizations, travelling, skiing and spending quality time with family and friends.