As Vice President of Strategic Planning for Smith, Frank & Partners, Greg helps business owners, entrepreneurs and professionals identify personal financial objectives and build a blueprint to achieve them. By taking an interactive approach to planning, Greg breaks down complicated information into a visual format, helping simplify the complex financial decisions his clients face. This state of the art system lets clients view most financial scenarios in real time, allowing them to actively pursue their goals with a true understanding of the potential outcomes.
In addition to his personal financial planning expertise, Greg specializes in implementing life insurance, disability insurance and investment products for his clients. From working with business owners and medical professionals, to lawyers, CPAs and C-Level executives, Greg works diligently to help clients achieve their most valued goals.
After graduating from the University of Texas at Arlington with his BBA in Management, Greg earned his MBA in Finance from Dallas Baptist University. He is a Certified Financial Planner™ professional, a Chartered Life Underwriter, a Certified Fund Specialist and a member of the Financial Planning Association. In his free time, Greg looks forward to spending time with his wife, Debby, and their two children.