Greg has been with S&A Financial Services, Inc. since 2001. Greg specializes in working with those in the higher education & medical space – specifically those dealing with complicated TIAA accounts. Greg currently hosts a podcast, HigherEd Retire, and a YouTube page under the same title.
Before joining S&A, he was employed by Charles Schwab & Co., Inc. as a Senior Registered Broker. Greg is married with one daughter, Brinkley, and they currently live in Lenexa, KS.
Additional information about Greg can be found on the SEC website.