Greg is a serial entrepreneur with a passion to help entrepreneurs launch, grow, and exit their companies. He started his first business leasing cell phones in the early 90s. After receiving his finance degree from Georgia State University, he joined Prudential as a financial advisor working with small to mid-sized business owners. As he aspired to focus on a more client-centric service model, Greg joined a national RIA firm, providing executive financial counseling services to Fortune 500 senior leaders.

In 2007, he designed FUELplan™, a proprietary strategic and business financial planning model, to launch his own wealth management firm.  This allowed him to serve both entrepreneurs and executives. After nine years, he designed EXITplan™ to prepare for his own exit.

In 2020, after presenting his company for sale, he attracted 77 interested parties, talked to seven finalists, and received full price offers from two companies, before selecting the right buyer. He closed within 100 days.

He has both an undergraduate degree in finance and MBA from the Georgia State University. He and his wife, Katherine, recently celebrated 31 years of marriage and are the proud parents of three purpose-centered adult children and their spouses.

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