Greg has been in the financial services industry since 1992 and a Certified Financial Planner® professional since 1998. Although he has worked in the industry through various mutual fund dealerships he joined Sterling Mutuals Inc. because of the independence that is offered through this type of dealership.
At Sterling Mutuals, independence means providing an environment for Associates to run their practices autonomously, without production conditions, such as sales quotas or dealer developed products. They think it is important that advisors have a wide menu of investment and insurance solutions to serve their clients, along with smart integrated technology that is functionally robust and easy to use. The mutual fund industry is an ever changing business that is diligently regulated by the Mutual Fund Dealers Association (MFDA) and Sterling helps make sure that I remain up to date on all compliance notices as they develop.