Designations and Licenses

Gregory is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant®, a Charted Mutual Fund Counselor℠ and a Chartered Retirement Planning Counselor℠.

Experience and Education

Gregory provides comprehensive wealth management services to individuals and families, helping them achieve their goals. He delivers a wide range of integrated solutions related to financial planning to help clients grow and protect their wealth. This includes tax and estate planning, risk management, retirement planning and portfolio management.

Prior to joining Mariner, Gregory was a wealth management advisor for TIAA.

Gregory has a bachelor’s degree from the State University of New York at Buffalo.

Personal Interests

Away from the office, Gregory enjoys spending time with his family, playing golf and tennis, and watching the New York Yankees and New York Jets.