Gregory brings his legal background and decades of insurance, estate planning and pension consulting to provide wealth management advice to individuals, business owners, foundations and pension plan clients. Working together with accountants, estate planners, attorneys, and insurance agents, Greg's aim is to help clients achieve their personal, professional, and financial goals.

As a trained attorney, Greg has significant expertise in pension plan selection and design and estate planning strategies. He received both his B.A. and M.A. from the University of Notre Dame (1973, 1974) and his Juris Doctor from Cleveland-Marshall College of Law in 1977. Greg is a member of many civic and philanthropic organizations in Philadelphia and New Jersey, including The Bethesda Project and Gilda's Club of South Jersey, and is also an active member and has conducted financial seminars for the Philadelphia Chapter of The Recording Academy and the MusiCares Foundation.