A native of Arizona, Greg graduated from Northern Arizona University in Flagstaff and began his career helping individuals and families navigate the complexities of financial decision-making during life’s most important transitions. Known for his steady guidance and clear communication, Greg has supported countless clients through difficult times with professionalism and care.

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Prior to joining Lotus, Greg was a Financial Advisor at a major Wall Street firm, where he focused on estate and asset management for a diverse range of clients. His expertise lies in delivering comprehensive financial solutions tailored to long-term goals, particularly for individuals and families involved in estate and trust administration.

 

Greg is passionate about educating clients, empowering them to make informed decisions that protect their legacies and enhance their financial well-being. His fiduciary practice is grounded in transparency, ethics, and a deep respect for each client’s unique circumstances.

 

Areas of Expertise

• Investment strategy and portfolio management

• Life, health, and property insurance planning

• Estate and beneficiary design

• Tax-efficient financial planning

• Trust and fiduciary guidance

 

When he’s not guiding clients, Greg is often found on the golf course, pursuing his love for the game. He also enjoys traveling with his wife, Andrea, an accomplished marathon runner whose energy and discipline inspire him daily. Together, they are devoted “parents” to two adorable West Highland White Terriers, who are thoroughly spoiled and cherished.