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.
Richard Green, Certified Pension Consultant and Administrator
Insurance and Personal and Business Risk Management Consultants
Rob Baldwin, CLU, CFP®
Kendra McIntire, Insurance Benefits Specialist
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