About Greg
With more than 25 years of experience in personal finance, Greg specializes in advising clients on concentrated stock positions, stock options (ISOs & NQSOs), Restricted Stock Units, and tax mitigation strategies. Greg co-founded Hines Warner Wealth Management in 2007, serving as vice president and chief investment officer for more than 12 years.
A passionate advocate for improving health span, Greg believes that health is a pillar of true wealth. An avid outdoorsman, he enjoys backcountry camping, fly fishing, skiing, and exploring the mountains with his family.
Education and Professional Milestones
- Portland State University – master’s in business administration
- University of Oregon – bachelor's degree