Greg Davis is a Senior Director at Choreo, specializing in CFP® and AIF®. Previously, they served as a Director at RSM US Wealth Management LLC from 2006 to 2022, focusing on developing and implementing customized investment strategies for clients. Davis has extensive experience in retirement planning, social security maximization, estate planning, and tax-efficient solutions. They earned a Bachelor’s Degree in Economics from the University of Wisconsin-Madison in 2004.
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