Business Development Director
Experience & Expertise
Greg is a licensed investment advisor who markets financial management solutions for individuals and mutual insurance companies in Wisconsin. He is responsible for networking and promotional activities, meeting with prospects, describing the firm services and assisting them with becoming a client.
Education & Credentials
Registered Investment Adviser Representative
AIF®-Accredited Investment Fiduciary
Bachelor of Business Administration degree, majoring in Marketing, from the University of Wisconsin-Eau Claire
What Makes Marshall Financial Group Special
At Marshall Financial Group, our dedicated group of highly trained and specialized professionals are focused on providing outstanding client service and financial solutions.
Why I Love What I Do
I love to help people and companies find the financial solutions that they are searching for. Sometimes they don't know what they need, and I enjoy the process of asking the right questions and listening to them so that we can find the solutions that are in their best interest.
Where You May Find Me When I'm Not Working
- Spending time with my wife Jeannine and visiting our three children in the Portland, Orlando, and Duluth areas
- Camping in the National Forests
- Cross country skiing
- Cheering on the Packers with friends and family