I want to be remembered for making a difference in the lives of those around me.
My personal motto is to focus on what matters most.
Our work gives us an opportunity to make a lasting difference in the lives of the families we serve.
Families work with us because they trust us, they know we care, and we do good work.
The worst job I ever had was working at a bank.
Greg brings to Caprock a career in financial services that spans over thirty-five years as a consultant, wealth manager, entrepreneur and senior executive. A former Managing Director of Merrill Lynch & Co., Inc., Greg was responsible for the Global Private Client Wealth Management Business and Strategy in the Western US.
In addition to serving in numerous senior leadership roles, he began his career as a financial consultant and wealth manager. He also founded eMaxx Partners, a virtual advisory firm, that utilizes an “open source intelligence model” to deliver a full suite of consulting, marketing, creative, and advertising services. Greg helped develop Silverlakes Park LLC, one of the largest youth soccer and field sports facility in North America that will serve over 1.5mm youth athletes each year.
Greg has been a dedicated mentor to many professionals and is also enthusiastic about promoting education and financial literacy for the children in our communities. Greg is a graduate of Northwestern University and resides in Laguna Beach, California.