Greg Johns joined the firm as Director of Financial Planning in October, 2020. As the Director of Financial Planning, Greg is responsible for the daily execution and management of wealth operations. He supports the firm’s Partners by providing portfolio analysis, creating financial plans, budgets, cash flow analysis and securities trade execution.
A music buff, who also plays bass, guitar and piano, Greg spends his spare time writing and recording music. His favorite artists range from Beethoven to Radio Head to the Rolling Stones … a little bit of everything! When not busy with his wife, daughter and son, Greg also enjoys fishing and golfing. His family is proud of their philanthropic activities, including supporting St. Jude and a family in Honduras through Compassion International.
Greg joins our firm with a wealth of financial knowledge, with more than five years in the financial services industry. Greg has earned his series 7 and series 66 securities licenses and is a CFA Level 1 candidate. In addition to his knowledge, Greg brings passion for helping people be well planned and award-winning dedication to client service.