Wealth Optimization Consultant
Greg has been in the real estate finance and development industry since 1974. He is experiened in the start-up and management of full-service mortgage banking operations. He has been active in the Mortgage Banker's Association, Young President's Organization. He is a Paul Harris Fellow in Rotary International and is president of Inspired Life Centers, Inc., a 26 year old public charity. Greg holds a BA in economics and Social Sciences from Boise State University and a MBA from Brigham Young University. He is committed to innovative leadership and consults with organizations, individuals and families in change strategies.
His experiences in family office environments, the financial services industry and 501(c)3 public charity serves as context for his belief in the emerging solution of 'total wealth optimization'; the new wealth=management that acknowledges and manages all of a client's wealth. In addition to facilitating the traditional family-office services, Greg's unique focus is on products, tools and solutions that optimize his client's 'total wealth'. The 'online' environment is today's new real estate that requires attentive management to optimize its wealth-building potential and to mitigate the risks of business and personal reputation. read more...
His experiences in family office environments, the financial services industry and 501(c)3 public charity serves as context for his belief in the emerging solution of 'total wealth optimization'; the new wealth=management that acknowledges and manages all of a client's wealth. In addition to facilitating the traditional family-office services, Greg's unique focus is on products, tools and solutions that optimize his client's 'total wealth'. The 'online' environment is today's new real estate that requires attentive management to optimize its wealth-building potential and to mitigate the risks of business and personal reputation. read more...
