Our Strategic Partners
As the complexity of your financial situation increases it becomes even more important that you have access to expertise in areas such as income tax and estate planning. Over the course of 30 years we have developed working relationships with Certified Public Accountants, Pension Consultants, estate attorneys, insurance agents, mortgage brokers, realtors, and property management firms. With your financial plan as our guide to what you need to accomplish, we can help you identify the appropriate resource to handle your situation. Moreover, we will collaborate with that expert on your behalf to ensure your needs are met.
Gregory Advisors Local Support Staff
Accountants
John Bierman, CPA
Romina Lander, CPA, Individual and Small Business Specialist - Bookkeeping, Accounting & Tax Services
Attorney
Gerald Larsen, J.D., CPA, CFP® - Estate Plannin, Corporate & Partnership Law, Foreign and Domestic Asset Protection. Highest AV Rating
Pension Consultant
Richard Green, Certified Pension Consultant and Administrator
Insurance and Personal and Business Risk Management Consultants
Rob Baldwin, CLU, CFP®
Kendra McIntire, Insurance Benefits Specialist
Tyler Randall, Retirement Solutions Specialist
Mortgage Brokers
Michael O'Brian, Mortgage Broker
Renee Trommler, Reverse Mortgage Specialist
Technology Support Services
Brian Lee, IT Professional, MCSE, CCNA (Cisco), 3CX Certified
Paul Jasser, IT Professional, MCS, CCNA (Cisco), 3CX Certified