"Success is the ability to go from failure to failure without losing your enthusiasm." — Winston Churchill
Greg is a serial entrepreneur with a passion to help families preserve a multi-generational entrepreneurial culture. He started his first business leasing cell phones in the early 90s. After receiving his finance degree from Georgia State University, he joined Prudential as a financial advisor working with small to mid-sized business owners. As he aspired to focus on a more client-centric service model, Greg joined Goldman Sachs, providing executive financial counseling services to Fortune 500 senior leaders.
In 2007, he designed his first FUELplan™, a proprietary strategic financial planning model, to launch his own wealth management firm. This framework guided his pivot away from serving executives to focus on entrepreneurs. After nine years, he built the V/S Matrix™ to vet potential buyers of his wealth management firm.
In 2019, after presenting his company for sale, he attracted 77 interested parties, talked to seven finalists, and received full price offers from two firms, before selecting the right buyer. The V/S Matrix allowed him to close within 100 days with the right deal terms and structure.
He has both an undergraduate degree in finance and MBA from Georgia State University. He and his wife, Katherine, will soon celebrate 33 years of marriage and are the proud parents of three purpose-centered adult children, their wonderful spouses, and two beautiful granddaughters.
