“We are able to develop a road map for achieving our
client’s objectives.”Greg Collingwood, MBA

“I am able to develop a road map for achieving the client’s objectives.”Greg Collingwood, MBA

As a Financial Professional, Team Leader Greg Collingwood is a highly accomplished, and seasoned professional with over 18 years of experience. He is a Registered Investment Manager, and holds the US Financial Industrial Regulatory (FINRA) Series 7 General Securities, and Series 66 Registered Investment Professional Securities Agent licenses, as well as Insurance licenses for Life, Health, Accident, Long Term Care, Disability and Annuities. Greg graduated from Stevens Institute of Technology with a degree in Chemical Engineering and The University of Chicago with an MBA.

Greg spent the earlier years of his business career in senior management positions with ever increasing responsibility at US firms Amoco Chemical and GE Plastics. As a financial professional, he has worked for a number of companies in the Financial Industry, holding positions as an Investment Manager with Prudential Securities, Merrill Lynch & Voya Financial. Greg has a proven history of creating value for clients, both High Net Worth individuals and Small businesses, by helping them build the financial foundation they need to meet the goals they have set, both now and in the future.

Experienced in all major areas of insurance risk and asset management, including equities, fixed income, and UIT’s. Greg’s process is first, developing a comprehensive assessment that clearly defines your financial goals, second, by taking an integrated approach to managing key impact areas, Cash Flow, Investments, Insurance, Taxes, Education Funding, Retirement Planning, Charitable Giving and Estate Planning. He is able to develop a road map for achieving the client’s objectives.

Greg is active in the community, has served on the Board of Directors of the University of Chicago Graduate School Of Business, and currently The Le Flambeau Foundation and The Riverstone HOA. He enjoys golfing and spending time with family.

Our Mission Statement

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Our Qualifications

  • We have experience with many local individuals and businesses for many years.

  • Each of our agents has extensive personal and professional experience.

  • Our agents hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.

  • We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

  • One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

How can I help you?