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 Greg joined Aspiriant’s predecessor firm, Kochis Fitz, in 1998. He became a Principal in 2005 and, in 2008, joined Aspiriant's board of directors, which is responsible for developing the firm's long-range strategic growth plans. In addition, Greg is actively involved in several other internal Aspiriant roles, including the Wealth Planning Committee, the body responsible for developing and maintaining Aspiriant's leadership in wealth planning techniques.
Greg has served as a wealth manager since 1996 and brings a broad range of experience to client relationships, including executive compensation, investment portfolio design, risk management, charitable and family wealth transfer, and general long-range wealth planning and optimization strategies.
Greg graduated with honors from the University of Wisconsin-Madison with a BS degree in Finance. He earned his Certified Financial Planner designation in 2000.
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