As a Wealth Manager, Gregory meets with prospective clients, working to secure the client relationship and then oversee those relationships for the long-term. Wealth managers conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives; prepare recommendations of appropriate investment models and allocations developed by Annex Wealth Management’s Financial Planning team; and engages in business development to deliver results.

Gregory is a CERTIFIED FINANCIAL PLANNER ™ professional and has over 7 years of experience in the industry, working with clients and attending to their financial goals. He has spent most of that time educating clients on the financial market and servicing client inquiries.

Gregory graduated in 2015 from the University of Wisconsin-La Crosse with a degree in Business Administration in Marketing.

Gregory is passionate about all Wisconsin sports, traveling, and competing in outdoor activities/sports. He has a border collie (Stella) that loves playing catch at the park and going on adventures with him. Gregory was born and raised on Lake Winnebago and enjoys any time he gets to be out on the water.