Matrix Wealth Management was uniquely designed to provide a unique, concierge-style consultative approach to helping clients achieve their financial goals and objectives. By maintaining our independence from any large corporate financial partner, we have been able to provide truly objective insights that have earned our firm a reputation as trusted advisers who truly put their clients’ needs first.
Prior to co-founded matrix Wealth Management in 2007 Greg owned Planning Resources Corporation, an independent insurance and financial services agency he founded in 1992 to provide wealth management and financial planning services to individuals and businesses.
Greg’s areas of specialization with Matrix Wealth Management include corporate and business insurance and personal financial planning. He is insurance licensed in Washington, Oregon and California. (CA License OB74963).
A native of the Pacific Northwest, Greg has three adult children. He enjoys the outdoors, boating, golfing, theater, cooking, good wine, and traveling.