CPA, PFS, CFA
Founder and Financial Advisor
He began his career at PricewaterhouseCoopers, one of the world’s leading accounting and business consulting organizations and then counseled corporate clients at Aegon N.V., an international diversified financial services company. He is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and Chartered Financial Analyst (CFA).
Greg earned his B.S. in Accounting from University of Louisville in 1986. He is an active member of the National Association of Personal Financial Advisors, the American Institute of CPAs, the Kentucky Society of CPAs, the Association of Investment Management and Research, and the Louisville Society of Financial Analysts.
A message from Greg:
Real financial planning is neither difficult nor complicated. And yet it seems that the entire financial services industry is committed to convincing us that it is. There is a seemingly endless stream of information from financial firms and the media that tells us you need to find the best mutual fund or the perfectly structured tax shelter, or invest in a hedge fund, or gold, etc. It is incredible that anyone in this country builds and maintains wealth. The sad fact is that most do not. But it does not need to be that way for you.
In the 30 plus years that I have been in the financial industry, one thing has become evident. The path to financial freedom begins with a clear picture of where you are, where you want to go, and how you plan to get there. Of course, getting where you want to go will take creating a plan, but the fundamentals are pretty straightforward and uncomplicated. Then it is just a matter of sticking to your plan through various cycles of the stock market and reviewing the plan at least annually. Sticking to the program is where most people breakdown or go off course, and when working with Pillar can prove invaluable. There is a lot of wisdom in the statement, “we are our own worst enemy.”