CFP® with over 20 yrs wealth management experience managing assets & financial planning
Greg Gulick, CFP®,LPL Registered Principal
Greg brings over 20 years of professional wealth management experience managing financial assets for individuals, multi-generational families, trusts, retirement plans, and managed portfolios. Greg has strong portfolio management skills which serve clients who are looking for an advisor that will actively manage their assets while personalizing investme
nt strategies including retirement income, planning, and wealth accumulation needs. Greg graduated from Saint Edward’s University in Austin, Texas with a Bachelor of Business Administration degree in Accounting. He also has completed the Financial Planning Certificate program at Texas A&M University at Commerce. Greg also completed the Retirement Plan Fundamentals Certificate program from the American Society of Pension Professionals. Managing a lifetime of earnings and personal resources requires careful, meticulous planning. Greg has been helping individuals, families and business owners develop financial, retirement and investment plans and strategies for over nineteen years. Being licensed in both securities and insurance industries, Greg can provide a complete approach to the financial planning process. Greg provides collaborative, independent, professional, and creative solutions for individuals, families and business owners their investment management and financial planning needs to clients living in Texas, California, Colorado, Minnesota, New Mexico, Nevada, Utah, Kansas, North Carolina, Arkansas, Michigan, Tennessee, and Pennsylvania. In his personal life, Greg has been married for almost 25 years and has raised 3 children. He is a dedicated member and volunteer of All Saints Catholic church where he has been a member for over 23 years.
The IRS Dirty Dozen: Tax Scams to Watch for in 2026
From phishing emails to bogus tax credits, the IRS warns that scammers keep changing tactics. Here’s what you should know about the most common tax scams now.
Why Resolutions Rarely Work—and What Does
Why New Year’s resolutions fail isn’t about willpower, but because we misunderstand motivation. Here’s what psychology reveals about motivation, habits, and change.