Greg brings decades of equity compensation planning experience to RWA Wealth Partners. Advisors collaborate with him to help clients understand their stock compensation and make the most of their awards. Greg’s role is to develop thoughtful strategies aligned with clients’ long-term plans to support their personal and financial success.

Greg is fascinated by financial markets and how they shape our lives. He joined the financial services industry out of a desire to help people in ways that have a profound and positive impact. He finds it especially rewarding to educate and empower clients, make the complicated simple, and find creative solutions for complex situations.

Prior to joining RWA Wealth Partners in 2024, Greg spent 28 years with one of the nation’s largest money management firms. As an executive services officer, he helped a wide range of professionals across multiple industries make the most of their company benefits and develop comprehensive wealth management strategies. Before that, Greg worked on the investment management side of the business, providing market insight and investment guidance while overseeing managed portfolios for high-net-worth clients.

Greg earned a bachelor’s degree in economics from the University of California, Santa Barbara. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Equity Professional. He lives in southern New Hampshire with his wife and has two sons, two cats and Zelda the dog. In his free time, he enjoys being with family and close friends, playing basketball, hiking (he’s making progress with his son on their goal of climbing all 48 of New Hampshire’s 4,000-foot peaks), performing any outdoor activities, listening to music and strumming the guitar. He and his family regularly participate in the annual White Mountains “Flags on the 48” event, and he looks forward to seeing you there.