Greg established his wealth planning practice in 1984, providing strategies for individuals, families, and business owners. He is committed to helping his clients make informed and personaolized financial decisions that significantly improve their lives. Greg holds a Bachelor of Science degree in Business Administration with a concentration in Accounting from Towson State University. Greg is an Accredited Asset Management Specialist designee. This designation is awarded by the College for Financial Planning to investment professionals. He is a Financial Advisor and Registered Representative with LPL Financial holding his FINRA Series 6, 7, 63 registrations through LPL Financial and Series 66 through LPL & Sfg Wealth Management. Member FINRA/SIPC. Greg, his wife Jacquie and children, Ryan, Morgan & Carly make their home in Glen Arm, Maryland. When he is not helping clients, he can be found coaching his children’s various youth sports teams, playing an occasional round of golf or spending time with friends and family. Greg also takes significant pride in the numerous charities he and his firm support, always contributing back to the community.

As a lifelong Maryland resident, Tim has been advising clients on their personal and institutional finances since 1998. During that time, He has seen the markets go up, down and sideways; through it all he has maintained his focus on navigating clients towards the achievement of their own unique goals. His area of specialty is the construction and management of custom investment portfolios. He believes every portfolio is like a fingerprint, uniquely created for that individual or institution. He builds and manages his client’s portfolios based on their specific goals and needs, with a focus on controlling risk. It is his opinion that this type of personalized approach is superior to the cookie-cutter, one size fits all solutions that are so prevalent today. Tim began his career as an advisor at a major regional bank. He worked with many of the bank’s top private clients and institutions, both individually and as part of a wealth management team. After 8 years at the bank, he moved on to one of the largest Wall Street firms. He expanded his knowledge and experience in managing portfolios there for 6 years before moving to SFG Wealth Management. Independence has provided the ideal platform in which to provide independent advice and guidance for his clients. Tim studied business administration with a focus in finance at the University of Maryland and received my Certified Investment Management Analyst® designation from the Wharton School at the University of Pennsylvania. Outside of work, he enjoys spending time outdoors with his wife Angie and his sons, Jason and Nick.