Greg began his financial services career in 2016. Prior to joining Goepper Burkhardt, he worked at Prudential and later founded his own financial planning firm, Sound Wealth Management.
Greg is a Chartered Financial Analyst® Charterholder, a CERTIFIED FINANCIAL PLANNER® Professional, and an Enrolled Agent. He earned a Bachelor of Science in Financial Management with a minor in Accounting from Clemson University. He completed the Executive Program in Investment Management Theory and Practice at the Yale School of Management.
Greg lives in the Greenville area with his wife and children. He is a member of the CFA Society of South Carolina and has been a contributor for Bloomberg, CBS, and U.S. News.
