Experience That inspires confidence
Greg has been working with investors in the Fort Worth office for over 32 years. He is a charter member of the UBS Financial Service Inc.'s Investment Advisory Council, and a member of UBS Financial Service Inc.'s President's Council.
In 2010, Greg successfully completed the UBS Wealth Advisor Program. This achievement represents UBS certification to address complex client needs with a comprehensive array of wealth management services.
Greg has previously taught an investment course for the Senior Education Program of Tarrant County Community College, and served on the Board of Directors for the First Tee of Ft. Worth from 2006-2016. After receiving his Bachelor of Science degree in Accounting from Arizona State University (1980), Greg moved to Fort Worth. He is married to Terri and they have two sons, Kyle and Ben.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President- Wealth Management |
Fort Worth, TX |
April 1985 - Present |
Champlin Petroleum Co |
Internal Audit/Planning |
Fort Worth, TX |
May 1980 - April 1985 |
Registered States:
AR, CA, CO, DE, FL, GA, HI, IA, IL, KS, LA, MD, MI, MO, MS, MT, NC, NE, NM, NY, OH, OK, OR, TN, TX, UT, VA, WA, WY