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
Accountants
John Bierman, CPA
Romina Lander, CPA, Individual and Small Business Specialist - Bookkeeping, Accounting & Tax Services
Attorney
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