Greg has served and educated retirees for over 20 years. Over the years, his focus has been on Complete Retirement Planning. He has a passion for solving the problems facing retirees today. Greg’s CRP process is designed to uncover potential problems or “cracks” in your planning and to provide solutions to fix them.
Greg is the author of Amazon’s best-selling book Winning Retirement. He has appeared in many publications, such as the Wall Street Journal, USA Today, The Columbus Dispatch, Yahoo Finance, Fortune, and many more. Greg has also been seen on FOX, NBC, CBS, and ABC. He frequently teaches public financial classes that focus on the core aspects of retirement planning. Additionally, Greg was asked to speak at an economic summit in New York City with Steve Forbes. You can hear Greg’s radio show on 610 WTVN, 98.9 The Answer, and 880 WRFD.
Greg has extensive knowledge and experience to help pre-retirees and retirees develop a comprehensive plan to protect against taxation, inflation, long-term illness, and outliving your retirement savings. Greg credits his success as a retirement coach to his passion for helping others, his pursuit of providing financial security in the golden years, and his commitment to client satisfaction.
Kristin is a graduate of The Ohio State University with a degree in Management. She is a licensed insurance agent and the founder of Legacy Wealth Partners. With previous experience in the advertising, hotel and restaurant industries, she has been in financial services for eight years. Kristin’s focus now is to provide insight to our client support systems and ways to maintain an efficient office. She also manages the payroll, expenses and bookkeeping of the company. Outside of work, Kristin likes to spend time with her husband and three sons, Christian, Cameron and Jaden. She also enjoys photography, golfing and skiing.
Alicia is currently pursuing a Bachelor’s degree in Business Administration at DeVry University. 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 married with 4 children and she loves to spend her free time with her family. She also loves to cook and paint.
Jessica is a graduate of The Ohio State University and has a degree in hospitality management. She is our Client Accounts Processor and 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 and her husband Mike have two children. She enjoys participating in all types of sports and working with the children in the youth league she volunteers for as a softball director.
Erin is a graduate from Otterbein University and has a degree in Marketing. She is our Client Relations Coordinator and handles all office scheduling and administrative tasks. She and her husband Justin love to spend their free time traveling, playing with their German Shepherd Dino, and staying active by running in half marathons and marathons.