You will quickly see Greg brings a wholesome energy to the conversation and provides thoughtful guidance. His experience helps develop the custom financial plans that set our firm apart. Greg understands that you have a unique background and story, and embraces your values in the planning process. He wants to help relieve financial burdens by helping you understand your financial situation while aligning your goals with your dollars. Greg believes in the need for financial flexibility and the value an advisor can provide through life events and milestones. Greg takes pride in finding the best solutions and continuing to reevaluate recommendations as the financial world and fiscal policies change.
Greg is driven to financial planning from a strong sense of service instilled from his parents and family. Greg’s mother has dedicated her life’s work to helping people that have fallen on hard times, through the nonprofit she runs Credit Counseling Center which helps with debt, bankruptcy and spending counseling. For over 35 years Greg’s father showed up for people in need as a paramedic in Trenton, NJ. Inspired by their dedication to others, Greg is motivated to impact and empower the lives of those in need of financial guidance. He takes pride in finding ways to simplify potentially confusing concepts to his clients in a way that resonates with them individually. Greg’s pursuit of finding the most comprehensive way to help his clients, lead him to Lane Hipple Wealth Management Group and to work for the CFP designation.
Greg has strong ties to the area as he grew up in Pennington, NJ, and now lives in Philadelphia with his wonderful wife Becca. They enjoy cooking, traveling and value time with their family and friends. Greg is fluent in Mandarin Chinese and lived in China for a period. He has a passion for soccer and sports in general and enjoys staying active.
Education and Certifications:
B.A, Chinese Studies, Drew University, Madison, NJ
Candidate for CERTIFIED FINANCIAL PLANNER – The American College of Financial Services