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Gregory Lathrop

A veteran tax specialist and experienced financial planner, Greg Lathrop strives to help clients pursue their financial independence. With over 33 years in the financial services industry, his extensive experience has been foundational to the longevity of the firm. As a financial advisor, Greg affirms his dedication to helping empower clients as they become more knowledgeable investors. Along with his financial leadership skills and commitment to client education, Greg adheres to a disciplined planning process that incorporates custom strategies and ongoing investor behavior coaching.

Prior to joining the firm, he started his career as a tax preparer in 1984. By harmonizing investments with intricate tax strategies, Gregory provides clients with truly comprehensive strategies while growing and protecting their wealth. In addition to serving individuals, Greg also works with a number of business clients, crafting retirement and estate plans to meet their unique needs.