Greg joined Baird in 2023 and works with individuals and families to help bring clarity, structure, and intention to their financial lives. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and maintains the appropriate securities and insurance licenses to serve his clients. He earned a Bachelor of Science in Business Administration and Economics from Aquinas College in Grand Rapids, Michigan.
Greg takes a planning‑first approach to advising, focusing on understanding each client’s unique circumstances before offering guidance. His goal is to make financial planning approachable and productive, helping clients connect day‑to‑day decisions with long‑term goals through a thoughtful, disciplined process. He values long‑term relationships built on trust, clear communication, and shared accountability.Prior to entering financial services, Greg spent many years in the hospitality industry, where he developed a strong foundation in client‑focused care, communication, and problem‑solving. He brings that same service mindset to his work as an advisor.
Originally from Saginaw and having lived in Grand Rapids for many years, Greg is happy to call the Midland area home and to be closer to family. Outside of work, he enjoys traveling, cooking, camping, spending time near the water, and spoiling his dogs.