Meet Greg

I just closed the second largest case of my 20+ year career. When you guys said these families were really eager to meet with me and discuss their finances, you certainly weren’t kidding.

Casper Meijer

Your program was the missing link to me building my practice. I had no idea the importance of college planning. I also can’t believe how much easier it becomes with the right approach.

Jeff Cody

I just closed the second largest case of my 20+ year career. When you guys said these families were really eager to meet with me and discuss their finances, you certainly weren’t kidding.

Casper Meijer

Your program was the missing link to me building my practice. I had no idea the importance of college planning. I also can’t believe how much easier it becomes with the right approach.

Jeff Cody