Greg and Geoff have served as Managing Partners of Signature Resources since 2006 Together, they are responsible for overseeing the operations and growth of Signature Resources.
Greg has spent most of career building a successful practice in the area of Estate Planning and Investment Management. Over that time, he has worked with a broad range of affluent clientele, including individuals and families, banks, trust companies, charitable organizations, corporations, business entities, professional athletes, and entertainers. He has over 25 years of experience in Advanced Estate Planning, Advanced Life Underwriting, Planned Giving, Charitable Planning, Succession Planning, Fee-Based Asset Management, and Advanced Underwriting. And he now applies that expertise in working with the firm’s agents, brokers and advisors in assisting in all steps of the financial planning process, from advanced case design, to assisting in working jointly with their clients.
Gregory is a graduate of the University of Southern California. He is actively involved in and supports such charitable organizations as the American Cancer Society and the Pancreatic Cancer Action Network.
He currently holds the following designation:
Accredited Investment Fiduciary (AIF)