Gregg Burrell, ChFC 

Chartered Financial Consultant
President

As a Chartered Financial Consultant (ChFC), I help my clients by providing comprehensive financial planning.  I have been in the industry since I graduated from college in 1987 and want to build long term relationships with clients who feel they can ask me about anything pertaining to their financial situation.  The goal is to help arrange their financial lives to minimize taxes and accumulate the wealth needed to educate their children, give generous and abundant gifts to their favorite charities and be able to spend their time doing whatever they enjoy most.  They don't need to waste time at night or on the weekends worrying and trying to figure out what steps they should be taking to pursue their goals.  This is a very complicated endeavor.  Tax laws change with great regularity.  The investment landscape changes daily.  The goal is to simplify this process so you don't have to know all the answers; you have a place to go to get answers to your questions.