Greg holds a B.S. (Finance) and an M.B.A. from the University of Connecticut. Before beginning his tenure as an entrepreneur, Greg worked in the corporate world for over 15 years, holding such lofty titles as Senior Financial Analyst and Senior Systems Analyst.  His former employers include Dell, Tracor, Motorola, and Texas Instruments.

In addition to his paid duties, Greg served as local chapter President of the National Association of Accountants, held offices in non-profits, and currently serves as Treasurer for a M.U.D. and as President for the AMTA -Texas Chapter.

For more than 16 years, Greg has been working with all kinds of people...

attorneys, contractors, designers, doctors, engineers, entrepreneurs, executives, insurance agents, police officers, professors, programmer/analysts, nurses, realtors, sales managers, and teachers

to help them

• increase their cash flow
• manage their debt
• save money on their taxes
• grow their money more effectively. 

He takes as much pleasure in his clients’ financial success as they do, and loves to hear them say that they are seeing their financial dreams become a reality!

Originally from Peoria, Greg has lived Tulsa, Dallas, Cleveland, Darien (CT), and now, Austin for the last 28 years.  Most mornings, he relishes a pre-dawn run, a session of yoga, and an invigorating swim in Barton Springs Pool.  He shares this beautiful life with his partner, Rasa-Andrea.

"I hope you hate the cost of taxes
more than you hate the cost of employing
the strategies for tax advantages."