Greg is a Consultant at Fiduciary Investment Advisors, LLC (FIA). His focus is on defined contribution retirement plans, both corporate and tax-exempt. He is proficient in 401(k), 457(b), 401(a), 403(b) and non-qualified plan consulting. Greg has significant experience building, designing, and managing plans in the defined contribution markets.
Before joining FIA, Greg worked in both institutional and individual wealth management helping to create positive retirement outcomes for plan sponsors and plan participants. Greg also has experience in insurance, tax, and estate planning. Greg has earned the Chartered Financial Consultant designation from the American College.
- University of Connecticut, BA
Speaking Engagements and Publications
- White Paper – MLPs in Unrestricted Brokerage Windows Cause Complications for Plan Sponsors (April 2018)
Biking, hiking, kayaking, running, lacrosse and football