Experience

Greg has been helping clients simplify their financial lives so they can spend more time pursuing the activities they enjoy most for over 20 years. His background in operations and management consulting taught him to look for simplicity in seemingly complicated issues. Greg enjoys bringing this perspective to his clients’ finances.    
 
Greg enjoys helping his clients - primarily business owners, families, entrepreneurs, individual investors, and business executives develop long term plans. Greg and his clients review these plans on a regular basis so they can change course when their situation or the markets dictate.  The goal is to develop flexible, tax aware strategies that meet our client’s goals through collaboration and education.  
 
Originally from Turtle Creek, PA, a small mill town outside of Pittsburgh, Greg graduated from Penn State University with a B.S. in Economics.  He lived in England for 9 years before moving to North Carolina with his wife of 30+ years, Jane, and their 3 children.  Passionate for learning, Greg has continued this throughout his career, leading him to possess the Certified Financial Planner®, Certified Exit Planning Advisor®, Chartered Financial Consultant®, and Chartered Life Underwriter® designations.  

Brendan has been working as a financial advisor at UBS for the last four years. Prior to partnering with Greg, Brendan worked with private wealth groups and clients mainly located in Texas.  
 
As a Certified Financial Planner (CFP®), Brendan is responsible for providing tailored advice and tax aware investment strategies to the individuals, families, and business owners that he serves. Brendan works with experts across the firm to provide portfolio management, alternative investments, exit planning, and tax and estate planning solutions. Brendan always strives to exceed client expectations with transparency and a high level of personalized service. 
 
Brendan is a proud graduate of East Carolina University in Greenville, NC with a B.S.B.A. in Finance and Risk Management & Insurance.  
 
Brendan recently moved back to Raleigh, NC after spending a year in Charleston, SC. He lives in North Raleigh with his wife, Paige, and their golden retriever, Goose. When Brendan is not working, he spends the majority of his time with family and friends or enjoying a round of golf.  

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.