Greg Reedy

Our practice is built on personal connections with each client in order to deeply serve your financial needs. Our proactive approach is centered around automating good decisions and simplifying your life. Before we plan your financial strategy, we first want to learn about you as a person, then craft a strategy tailored to you.

As a client, we systematically monitor and update your financial strategy throughout the year. Regularly monitoring your strategy helps ensure you stay on track and all your important items are kept up to date. You can expect proactive communications from us seasonally, or as important matters surface,...