Greg Kotar
Operations and Administrative Assistant
About Greg
With a focus on human connection, I aim to build long-term, honest relationships and guide people to answers that make sense for them. Financial planning provides people with those answers and the opportunity to focus on the experiences that make life most meaningful.
With a diverse background in insurance, sales, and banking over the last ten years, I have found that wisdom is learned through being in the here and now. I believe that we need to look at the facts to move forward while still enjoying a few laughs along the way.
In my free time, I direct a choir and look forward to football season. More than anything, however, I love my beautiful wife and three energetic children.