Greg joined Tax & Capital Management 360 as a Wealth Advisor to assist clients with tax strategies as well as to provide overall financial planning. He specializes with helping high income earners and professional athletes. He holds the series 7, 63, and 65 securities licenses with LPL Financial.
Prior to joining the firm, Greg worked as a Financial Advisor with Trilogy Financial Services. He graduated with a double major in Psychology and Philosophy from San Diego State University. He was an active member of the fraternity Sigma Alpha Epsilon and was a recipient of the Naval ROTC scholarship.
Greg resides in San Diego with his wife Lily.