Greg joined Capitas Financial in 2013 and has 29 years of experience in the life insurance industry. As a Sales Vice President with Pacific Southwest Financial, a partner firm of Capitas Financial, Greg works closely with financial advisors to assist them in the implementation of appropriate insurance-based solutions for their high net worth clients.
Prior to his current role, Greg was a Regional Sales Director for a large brokerage organization. He has also held roles as a financial services consultant with State Farm; an independent insurance advisor; and he was previously the Western Region Life Marketing Director for New England Financial.
A graduate of the University of Montana, Greg currently holds his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. He is also a member of the National Association of Insurance and Financial Advisors.
Greg has been married for 27 years and has two children.