Strategic Partners

Strategic Partners

Over the course of 30 years we have developed working relationships with highly qualified specialists to provide exemplary service to our clients.

Gregory Advisors Local Strategic Partners



John Bierman, CPA

Romina Lander, CPA, Individual and Small Business Specialist - Bookkeeping, Accounting & Tax Services



Gerald Larsen, J.D., CPA, CFP® - Estate Planning, Corporate & Partnership Law, Foreign and Domestic Asset Protection. 


Pension Consultant

Therese Cheevers, APA, ERPA, Partner at Windes


Insurance and Personal and Business Risk Management Consultants

Rob Baldwin, CLU, CFP®



Mortgage Brokers

Michael O'Brian, Mortgage Broker

Robert and Renee Trommler, Reverse Mortgage Specialist