Greg G. is a Retirement Plan Consultant Regional Manager at Fisher Retirement Solutions with over 10 years of experience as a relationship manager in the defined contribution and defined benefit retirement plan sector. They launched the FI 401(k) Solutions East Coast service division, managing over $550 million in assets under management and supporting over 15,000 participants toward a dignified retirement. Previously, Greg served as a Financial Advisor at Sanctuary Wealth Management, managing $23 million in assets and conducting retirement planning reviews. They hold an MBA from Idaho State University College of Business and a Bachelor of Applied Science in Finance from the same institution.
Location
Plano, United States
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