Office Location:
2725 Devine Street
Suite 100
Columbia, SC 29205
Gregg has deep roots in medical financial planning. He has gained valuable insight and continues to learn from his physician father. He now has 16 years of experience in the financial services industry and is passionate about helping members of the medical community increase their financial literacy. Gregg lives in Columbia, SC with his wife and two sons.
Professional Designations
Certified Financial Planner, CFP®
Chartered Life Underwriter, CLU®
Associations and Memberships
Financial Planning Association (FPA)
National Association of Insurance and Financial Advisors (NAIFA)
MD Preferred Physician Services
Community
Tree of Life Congregation, Columbia, SC
Committee Chair – Boy Scouts of America Troop 4
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of Guardian. CA Insurance License #0K22861, AR Insurance License #3338180.
© 2024 Consolidated Planning. All rights reserved.
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by outside sources to provide information on a topic that may be of interest. These outside sources are not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.
Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 6115 Park South Drive Suite 200 Charlotte, NC 28210, (704)-552-8507. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.
Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
2022-147105 Exp 12/24
