Known throughout central Ohio for his knowledge and experience in retirement planning, Greg takes the time to carefully learn each family’s unique needs and to help them develop their own individualized retirement plan.
Greg’s vision is to help retirees “re-think” how they manage their financial portfolios. He has created the Family Endowment Portfolio to help create a more predictable and efficient path to achieving your investment goals. His focus is to reduce risk, help protect and grow assets, and create an income-generating plan. Greg believes that if you plan smart, you can have the added security and peace of mind needed to retire well.
Greg and his wife, Kristin, co-host the weekly radio show “Winning Retirement,” heard every Saturday and Sunday on 610 WTVN. He teaches periodic retirement classes held at the Fawcett Center on the Ohio State University campus. His articles on financial planning have appeared on Forbes.com, Fortune.com, and Money.com.
Greg and Kristin live in Grove City with their three boys and their adorable teacup Yorkie, Belle. Greg enjoys golfing, working out, hanging out with his family and Buckeye football.
Kristin is a graduate of the Ohio State University with a degree in management. She is a licensed insurance agent and the vice president of Legacy Retirement Group. She has 10 years of experience managing in the hotel and restaurant industries, and she has been in financial services for the last 13 years. Kristin’s focus now is to provide insight and develop plans for the families we work with. She also manages the payroll, expenses, and bookkeeping for the company.
Kristin and Greg work side by side on the radio show “Winning Retirement Radio,” giving families an opportunity to be educated on financial matters as well as being entertained by their marital shenanigans every once in a while.
Outside of work, Kristin likes to spend time with her husband and three sons: Christian, Cameron, and Jaden (and her Yorkie, Belle). She also enjoys photography.
Alicia is a licensed insurance agent and is our accounts manager. Her role is to help our families as they transition to our firm, as well as provide continued support for their accounts. Alicia’s attention to detail and desire to provide exceptional service to our families make her a valuable member of our team. Alicia is happily married to Maurice, and they have four children: Christian, Maurice, Pierre, and Paris. She loves to spend her free time with her family and teaching her children how to cook.
Jessica is a graduate of the Ohio State University and has a degree in hospitality management. She handles account maintenance, servicing, and support for our clients. Jessica loves to socialize! She enjoys the opportunity to meet and talk with our clients on a daily basis. Jessica has two children, Natalie and Maddox. She enjoys watching all types of sports, especially football (go Browns), Natalie’s softball games, and Maddox’s basketball games.
Kelly is a graduate of Capital University and has degrees in business management, organizational communications, and public relations. She handles event planning and social media and organizes office operations and procedures. She is our social butterfly and enjoys putting a smile on everyone’s face. Kelly loves to shop and explore Columbus.
Lyndsey is a graduate of Ashland University and has degrees in hospitality management and international business. She handles office scheduling, client communications, as well as maintaining our database. Lyndsey enjoys spending time with her family, traveling, and cooking with her new kitchen gadgets.