As the National Sales Vice President at Preferred Financial Partners Greg brings 15 years’ experience in working with and developing financial advisors to help them grow their practice. Starting with Preferred Financial Partners in 2017 as the National Sales Vice President, Greg has recruited a team of 25 financial professionals and created our independent insurance division by cultivating strategic relationships. Greg started his career as a financial advisor with SagePoint Financial building his practice from the ground up. Working as a regional wholesaler with PLUS Financial Network and Ash Brokerage Greg strategically managed relationships and increased sales opportunities with broker dealers and independent financial advisors.
Greg is a graduate of Walsh College in Troy, Michigan, where he earned a bachelor’s degree in finance. He is actively involved in his community with organizations such as Miracle League, Pediatric Brain Tumor Foundation, and Special Olympics. Greg enjoys the financial world because it gives him the ability to make a positive impact on families and businesses while helping them protect what matters most. Avid golfer, enjoys traveling and huge Red Wing fan.
Greg is insurance licensed in Michigan.