Gregory joined Savant as an advisor and member of the advisory team in january 2014. He advises individual clients, small business owners and retirement-plan trustees and is responsible for managing all aspects of the financial-planning and investment process for Savant’s clients. Greg began his financial services career with marketing positions at two national broker/dealer firms. In 1990, he relocated his family to the Chicago suburbs where he established a practice focused on financial planning, investments and insurance. He served as the founder and president of Paragon Advisors from 1995 until its acquisition by Savant. Greg earned a bachelor of arts degree from Calvin College. He serves on the board of the DuPage Symphony Orchestra. He is an aviation enthusiast and a volunteer pilot for Angel Flight Central, providing free flights for people in need. Greg and his wife Kathy have three children and enjoy traveling.
Gregory joined Savant as an advisor and member of the advisory team in january 2014. He advises individual clients, small business owners and retirement-plan trustees and is responsible for managing all aspects of the financial-planning and investment process for Savant’s clients. Greg began his financial services career with marketing positions at two national broker/dealer firms. In 1990, he relocated his family to the Chicago suburbs where he established a practice focused on financial planning, investments and insurance. He served as the founder and president of Paragon Advisors from 1995 until its acquisition by Savant.
Greg earned a bachelor of arts degree from Calvin College. He serves on the board of the DuPage Symphony Orchestra. He is an aviation enthusiast and a volunteer pilot for Angel Flight Central, providing free flights for people in need. Greg and his wife Kathy have three children and enjoy traveling.
Has your “mission” changed?
“Is this too much of a plane for me?” That question stirred in my mind a few weeks ago as I headed to Orlando for my yearly stint in what I’ve come to regard as the “torture chamber.” Specifically, that means two days of nonstop training in a flight simulator, where I wrestle with engine […]
How do you pursue estate planning for unique assets?
“Someone’s in for a shock,” I thought to myself as I eased the throttles forward, accelerating the plane down the runway. Our stop for fuel had been a brief one, en route to visit a client; and while we were on the ground, the airport attendant had mentioned that a rare Beechcraft Duke based there […]
