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). OSJ: 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210, 704-5528507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number – 0K22861, AR Insurance License Number – 3338180.
*National Association of Insurance and Financial Advisors is endorsed by but not affiliated with Guardian or its subsidiaries. Members must pay an annual fee. This association is unaffiliated with my advisory business.
