Designations and Licenses

Greg is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant®.

Experience and Education

Greg has been assisting investors since 1993, developing comprehensive wealth management plans for clients designed to minimize risk and help them reach their goals.

Prior to joining Mariner, he was a financial advisor and a managing principal for Cascadia Wealth Management.

Greg is a member of the Financial Planning Association.

Personal Interests

Greg enjoys biking, pickleball and racquetball. He participates in an annual food drive for the Oregon Food Bank.