Gregory became interested in the financial services industry from an early age and quickly realized how investing and financial planning can have an impact on a person’s life. He strives to simplify the investing process for clients and prioritize the client’s needs, goals, and dreams. Whether someone is a first-time investor or an experienced, high-net-worth individual, he wants to make it an enjoyable and rewarding experience for all.

Prior to joining Confluence, Gregory worked for five years at Ernst & Young advising corporations on all of their tax accounting and consulting needs. He worked with a variety of clients ranging from small family-owned businesses to large publicly held corporations. Gregory graduated from Virginia Tech’s Pamplin College of Business with a degree in accounting and information systems. He also holds a Master’s degree in accounting from the University of Pittsburgh. In addition, Gregory holds the CERTIFIED FINANCIAL PLANNER™ certification, is a Certified Public Accountant (CPA) registered in the state of Pennsylvania, and is a Certified Exit Planning Advisor (CEPA).

Gregory enjoys giving back to the community. He is a member of the Children’s Trust at Children’s Hospital of Pittsburgh and is on the Board of Directors for the Peters Twp. Chamber of Commerce. In his free time, Gregory enjoys spending time with family and friends, watching sports, reading, and running. Gregory resides in the South Hills of Pittsburgh with his wife, Nicolet, and their four children, Adeline, Ella, Beau, and Hudson.

Certified Financial Planner Board Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

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