As a wealth advisor, Greg helps clients prioritize their most important life goals and walks alongside them as someone they can trust to accomplish them. He takes great pride in being part of a team that helps others determine financial needs they otherwise wouldn’t have seen on their own.
Prior to joining Buckingham Strategic Wealth, Greg was a financial advisor at Clintsman Financial Planning, a firm he joined in 2018. Before that, he worked for an independent wealth management firm in Dallas. There, he served high-net-worth clients, executives and business owners with their financial planning needs.
Greg graduated from Texas A&M University with a Bachelor of Business Administration in finance and received a certificate in financial planning. He has also earned the CERTIFIED FINANCIAL PLANNER™ designation. Outside the office, he serves on the Dallas-Fort Worth Financial Planning Association’s board of directors and was recently named by his peers in D Magazine’s list of the “Best Financial Planners in Dallas”. He helped form the Texas A&M Financial Planning Alumni Advisory Board, which fosters the growth of the next generation of Aggie financial planners.