Gregory Freeman

As Director of Planning, Greg brings more than a decade of experience developing comprehensive financial plans for high-net-worth professionals and business owners. He specializes in addressing the increasingly complex financial challenges that arise as clients accumulate wealth, expand their business interests, and face more sophisticated planning decisions.

With extensive expertise in eMoney financial planning software, Greg uses interactive, real-time modeling to help clients evaluate different scenarios, understand how life changes may affect their broader financial picture, and identify opportunities as their needs evolve.

His approach brings clarity to complex financial situations, helping clients make informed decisions with greater confidence.

Greg earned his degree in Finance from Bentley University.