Greg greatly values the deep personal relationships and trust he’s developed with his clients and is passionate about helping people leave an impact upon others. Providing investment and wealth advisory services to high net worth individuals and their families since 1990, Greg joined Aspiriant in 2010 as a result of the merger with Deloitte Investment Advisors.
He spends most of his time working with high net worth families while also serving business and philanthropic organizations. With many years of experience and a diverse background, Greg provides a wide range of financial planning and investment management services to his clients. He’s well-equipped to help clients find the best solutions to fulfill their goals and the right professionals to be part of the client service team.
He has deep expertise in fulfilling the role of fiduciary and trustee having spent a decade in a bank trust department. While working at the bank, he also developed his skills in investment research, discretionary investment management, and qualified plan and personal trust design. Greg currently is a member of the United Rehabilitation Foundation Board of Directors and has served on other non-profit and foundation boards, both as a consultant and volunteer. In addition, Greg is the firm’s leading expert on elder care and long-term care and has extensive hands-on experience caring for his mother.
Greg received a bachelor’s degree in Business Administration with a Specialization in Finance and a concentration in Accounting from Bowling Green State University in Ohio. He is a Chartered Financial Analyst® and a Certified Financial PlannerTM. He’s also a member of the Financial Analyst Society of Cincinnati and the Financial Planning Association of Southwest Ohio.
A lover of the outdoors, Greg and his wife enjoy bicycling, hiking and walks, while also giving back to the community through volunteering at various charities.
Services
Trustee - Coach / Consultant, Financial Advisor, Estate Executor / Administrator
Types of Trusts / Specialties
Directed Trusts, Discretionary TrustsAccepting New Clients
Yes
Accepts Trusts/Business in Other States
No
Contact Gregory
2256 Barrington DrToledo, Ohio 43606-3149