Greg Ocker, CFP®
Partner /Senior Financial Advisor
With nearly 25 years of experience in the financial services industry, Greg enjoys helping individuals, families, and small business owners plan for their future. He incorporates his extensive tax knowledge into his solutions, giving him a holistic and uniquely strategic approach.
Whether your goal is saving for retirement, college planning, or estate strategies, his personalized, relationship-based service will focus on your needs, wants, and financial goals. Greg strives to provide excellence in service and would welcome discussing how he can assist you.