Greg joined Jim Saulnier & Associates in May 2019 as an Assistant Planner and has become our insurance and annuity specialist. He has a Bachelor of Science in Economics from Northeastern University, with a concentration in finance. He is a CERTIFIED FINANCIAL PLANNER™ professional, and holds the Certified in Long Term Care® designation. He entered the financial planning profession following a long career in the information technology field, and has prior experience as a paralegal in business, real estate, and estate planning. Greg is passionate about helping people navigate the complexities of planning for long-term care and aging so they can make the best decisions for their future.
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Fun Facts
Greg also…
- Has been a musician from a very young age, and spent many years performing on bass and guitar in dance bands.
- Studied jazz at Berklee College of Music in Boston and classical guitar at the UNC School of the Arts.
- Enjoys east coast swing dancing, and practices Tai Chi.
I’m an “experimental” gardener – tried morning glories one summer, and this was the first bloom. They took over.
Another small harvest of lavender from our perennial garden
Every July brings blueberries to our back yard
Spent a week some years ago at this historic coast guard shack at the tip of Cape Cod National Seashore. Beautiful secluded spot in the dunes, bursting with beach roses
Laying down a track in my friend’s high-tech recording studio, aka garage
Lucy would never turn down a ride in the truck, especially if the lake and a stick or ball were in the cards.
