Sr. Wealth Advisor
For the past 30 years, Gregg has been providing clients with comprehensive financial planning and investment advisory services. He was a co-founder of Benemark, Inc., which was acquired by Mercer Global Advisors in February of 2022. Gregg helps organize his clients’ finances while establishing realistic life goals and uses his knowledge and real life experiences to guide and coach people into making healthy financial decisions for their family. Gregg earned his bachelor’s degree in Finance from The University of Tampa and earned the CERTIFIED FINANCIAL PLANNER™ certification in 2001. Gregg is a mentor to young students in his local community giving them the guidance they need as they embark on their own journey in the business world. Gregg is an avid golfer and proud father to two children.