Greg entered the financial planning industry in 2018 as a Financial Planning Support Associate for a large broker-dealer.  Within that broker-dealer, Greg was promoted to Advisory Development Specialist in 2019, and to an Internal Advisory Business Consultant in 2021.  Seeking to expand beyond his experience of wholesaling an internal platform, Greg joined the Liberty One team in 2023 to leverage his skills to wholesale a specific investment manager.  Greg’s background gives him a unique and well-rounded perspective of the industry.  His knowledge and experience pertaining to the third-party managers, TAMPs, and internal BD platforms, proves valuable to advisors who work with Greg.