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