Greg founded Affinity Investment Group, LLC an investment advisory form registered with the SEC, to offer wealth management and distribution-planning services for retirees or those planning to retire.
After earning his Bachelor of Science, a dual degree in economics and finance, from Bentley University in 1991, Greg became a Chartered Financial Consultant in 2001. This came upon completion of courses in estate planning, financial planning, business planning, income tax,and retirement and pension planning through the American College.
Greg is past president of New Hampshire’s chapter of the National Association of Insurance and Financial Advisors, having served previously in several capacities on its board. He was awarded the “Distinguished Financial Advisor Award” in 2008.
Greg has garnered national exposure in professional trade magazines on practice management and planning issues and is also a sought-after speaker on these subjects. He is co-author of the books Asset Protection and Retirement in New Hampshire, Asset Protection and Retirement in Massachusetts, and Trusts for the Average Person: The Optimum Estate Plan.
He resides in Candia, New Hampshire with his wife and three children.