Greg has more than seven years of experience providing investment advice to non-profit institutions and high net worth individuals based on client-specific situations and their attitudes toward risk, income needs, time horizons, anticipated cash flows and tax considerations.
His primary role at Central Trust Company is to work with clients to structure and manage customized investment portfolios that meet the client’s individualized needs and goals.
Education and Certifications
- Master of Business Administration, Southern Illinois University, Edwardsville
- Bachelor of Arts in Finance, Lindenwood University
Interests and Activities
Greg is active in the community serving in the Jefferson City Young Professionals group.
In his spare time, he loves to play golf, go camping and spend time with his family.