Greg has been working with financial planners for his entire professional career. Before joining Carson Coaching in May 2006, Greg served seven years as Director, Certification Services at the Certified Financial Planner Board of Standards. For the four years prior to his experience at the CFPÒ Board, Greg was the Director, Student Service Center at the College for Financial Planning. He likes to joke with members, “I spent four years educating advisors, then seven years certifying them, and now consulting with them to enhance their practice and their lives.”
Greg’s 17 years of prior managerial experience is drawn upon every day to assist coaching members. It is not simply the 17 years that is critical; but rather, the quality and diversity of that experience. Greg notes, “I worked with some incredibly gifted people at the College for Financial Planning and CFPÒ Board. Those non-profit cultures were very calm and thoughtful. I still work with a bunch of gifted people; the difference is the entrepreneurial spirit in the Carson Coaching office. The way we see the world, and the pace and manner in which change occurs is very different. I enjoy both cultures. The education from that transition is what I find so valuable. The experience of working in these different cultures often helps me see things in ways that are helpful and transferable to members.”
Many of Greg’s long-term members’ practices are now businesses. Although this is somewhat an ‘execution wins’ industry, working with larger, mature businesses and helping with their strategic thinking and vision is enriching, challenging, and rewarding for him.
Greg earned both his Bachelors Degree in Economics and MBA Degree from the University of South Dakota. Greg, and his wife, Marilyn, have been married since 1985 and have three daughters. His family is his first passion and priority, but Greg would enjoy fishing every day if possible.