Qualifications

Greg is an AIFtm (Accredited Investment Fiduciary) and is the founder and president of Money with a Mission/FAFN, Inc., which was started in 1992. He is a member and serves on the Advisory Board of FAFN, a registered investment advisor with the SEC specializing in socially responsible investments. Before going fee-only in 1994, Greg held an insurance license in the state of MA (series 7, 65, 63, and 6 for investment purposes). He is an Accredited Investment Fiduciary, AIF, and holds a Master of Science in Management degree. He has student status within the certified financial planner program, as he has completed all coursework, but still needs to take the exam. Greg holds a B.A. in history from UNC Charlotte and is a member of the Social Investment Forum and the Coop America Business Network.

Greg is an active member of “Low Country Local First,” the Green Fair/Green Business Expo, “Slow Food/Charleston,” as well as of Sustainable Tompkins and other like-minded organizations. While living in Charleston, Greg is also serving as a volunteer Guardian ad Litem for children, and with the Seafarer’s Mission. He is a past national board member of More Than Money and served the MA/UCC Planned Giving office for seven years. Greg has had a wide range of community volunteer service efforts over the decades. Currently, Greg is a member of Circular Church/UCC and loves to swim, play tennis, be with family, and build community among those he meets. Did he mention corgis are his favorite breed of dog?

Why is Greg an Accredited Fiduciary?

Since 2003, Greg has been an Accredited Investment Fiduciary, AIF. Why does this matter to you? Basically, our regulatory body, the Securities and Exchange Commission (SEC) has taken the position that a Registered Investment Advisor owes a fiduciary duty to each and every client. FAFN is the RIA through which he works as an Investment Advisory Rep (IAR). Because of this, Greg works at fiduciary standard levels. In plain English, this means he has a legally accountable series of standards for which he is held accountable. You would likely be surprised to know virtually all stockbrokers, insurance agents, etc., are not required to “keep the clients’ best interests foremost,” as a Fiduciary must do. This standard of excellence is best defined as a melding of a fiduciary standard of care with industry best practices. Greg follows the 23 standards of care as proscribed by the Foundation for Fiduciary Studies. By following these practices, he is confident that the critical components of each client’s investment strategy is being properly implemented.