Greg began his career as a Financial Advisor at Waddell & Reed in 1982. He obtained the Certified Financial Planner ™ certification from the College of Financial Planning in 1992 and also holds the Chartered Mutual Fund Counselor SM and Accredited Wealth Management Advisor SM designations. Throughout the planning process, Greg's passion for his work and attention to detail is obvious; from the initial discussions to understanding each client's individual resources, goals, and values, to determining optimum strategies. In his free time, he can often be found working around their mountain cabin. Greg and his wife Sue enjoy hiking of cross-country skiing on mountain trails or paddling on nearby water bodies. They both love traveling, reading, gardening, and spending time with friends and their large extended family.