Gregg Financial Coaching 

At 19, I was one of the youngest people in the United States to pass the Series 7 Securities License Exam. I joined Bank of America Investments and by 30, obtained the title of Senior Vice President. After 13 straight years as a member of the Presidents Club and building a practice that managed over $160 million dollars in client investment assets at the top of my career I realized it was time to stop and smell the roses. I retired and spent the following years traveling all over Europe and the United States with my wife. We made new friends, ate great food and when not traveling I taught college students the importance of financial literacy.

With a lifelong passion for real estate, I started my second life journey as a Mortgage Loan Officer and Financial Coach. Over the past nine years I have helped over 100 families and small business owners secure in excess of $100 million dollars in home financing and I'm humbled to play a small part in their dream of home ownership. 

I have transitioned full time to financial coaching and look forward to passing on my 38 years of professional and personal financial knowledge to whom ever is ready to make the commitment and take the journey to financial independence.     

Finding my niche early in life:

When I was a teenager, my grandmother used to send me to the grocery market. I have fond memories of those times, and there's one particular thing that always stood out. Whenever I went shopping, my grandmother would often chuckle and tease me because I consistently stuck to the shopping list and never bought any impulse items. (She had a weight problem so impulse around sugary items was always difficult.)

At the time, I didn't fully understand why my grandmother found it amusing. However, looking back now, I realize that her laughter came from a place of affection and admiration. She recognized my discipline and responsible approach to managing money, even at such a young age.

Being steadfast in buying only what was on the list taught me a valuable lesson about the importance of thoughtful spending and resisting impulse purchases. It instilled in me a sense of financial awareness and self-control, which has stayed with me throughout my life.

As I've grown older, I've come to appreciate the significance of those moments at the grocery store. They serve as a reminder to prioritize my needs, make informed decisions, and stay true to my financial goals. Avoiding impulse purchases can be challenging, but it's a habit that can contribute greatly to my financial well-being.

So, I hold those memories close to my heart and cherish the laughter shared with my grandmother. It serves as a reminder to stay mindful of my spending habits and make intentional choices that align with my financial objectives. In a world filled with tempting distractions, having the ability to resist impulse purchases is a valuable skill that continues to shape my financial journey.