We’re pleased to introduce Greg, our Client Services Officer, who plays a key role in supporting clients on their journey toward financial freedom.
Greg brings valuable experience in client services, with a strong background in working with retirees. He’s committed to building meaningful relationships and providing high-quality support tailored to each client’s needs.
Greg’s approachable nature and dedication make him a great fit for our team, and we’re confident he’ll contribute positively to the experience of everyone we work with.
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