Greg has served clients for over 15 years. He holds a Masters of Business Administration (MBA), with honors, from the University of Kansas; and an Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning. Before opening his own practice, he served as a Sr. Advisor and Vice-President of Investments with two nationally known firms. Greg also holds a Masters degree in Biblical Studies and Theology from Abilene Christian University, Abilene, TX. Before his business career he served nine years in Christian ministry, mostly in Kenya and Uganda. Greg has served on numerous boards and currently serves on the Board of Trustees for Carpenter Place, "Rebuilding Families, Restoring Lives." If you need to develop a retirement or legacy plan, get a second opinion on your investments, or simply rollover an IRA, give Greg a call. He'll be happy to answer your questions or set up a complimentary consultation.…show more
Taylor Schulte, CFP® is founder and CEO of Define Financial, responsible for company’s vision, strategy and execution. Schulte is passionate about helping clients create successful financial plans, accumulate wealth and plan for retirement. While he works with a range of individuals and small businesses, Schulte has a keen understanding of young professionals’ financial needs and infuses industry-leading technology into his practice to optimize client results and experience. Prior to founding Define Financial in early 2014, Schulte served as a financial advisor at Morgan Stanley and launched the San Diego operations for Beverly Hills Wealth Management, where he spent two years growing his client base. Just recently, Schulte was honored with the 2015 Five Star Wealth Manager Award, a recognition limited to less than five percent of wealth managers in San Diego and the 2015 Metro Movers award, which recognizes professionals making outstanding contributions to their professions. He has been featured in a number of national and local publications, including The Wall Street Journal, MainStreet.com, AdviceIQ, Bloomberg News, San Diego Business Journal and San Diego Magazine. Schulte holds a Bachelor of Science degree in Business Management from the University of Arizona and an Executive Financial Planner Advanced Certificate from San Diego State University. He holds the CFP® designation, exemplifying his commitment to the highest standards of integrity and professionalism in the industry, and is a member of the Financial Planning Association. When he isn't busy developing customized financial plans to ensure his clients’ success, Schulte enjoys traveling with his wife, playing golf and discovering new restaurants in his hometown of San Diego. He also regularly contributes to the San Diego Downtown News.…show more
Specialties: Asset Management‚ Business Insurance‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Retirement Planning‚ Tax Planning
At Bridgewater Asset Management, Chris assists in developing clients’ financial plans and designing and managing their investment portfolios. Chris started his career in 1998 as a portfolio manager and investment advisor representative with Huntleigh/Byrne Investment Advisory, and as a financial consultant with Huntleigh Securities. In 2002 he moved to Edward Jones, where he traded and analyzed packaged bond investments, and helped clients build their fixed income portfolios. Chris has earned an Honors BS in Business Administration (Finance) and an Honors BA in English from Saint Louis University, a certificate in Financial Planning from DePaul University, an MBA from Webster University, and a Graduate Certificate in Portfolio Management program from the College for Financial Planning. Additionally, Chris is a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® designation was granted after extensive training in financial and estate planning, insurance, investments, taxes, employee benefits and retirement planning, and passing a rigorous national exam. This professional designation requires continuing education and adhering to the CFP Board’s Standards of Professional Conduct.…show more
Daniel S Graham is a financial advisor with Ameriprise Financial Services, Inc., which primarily works with Individuals and High Net Worth Individuals. Daniel Graham operates out of Battle Creek, MI.…show more
Charles J. “Chip” Stevens has over 35 years experience in the financial services industry working with clients and prospects like you to achieve the financial results you need. Each client is treated as an individual situation. Results are developed from close initial consultation followed by frequent contact and service.…show more
Specialties: Annuities‚ Asset Management‚ Charitable Giving‚ College Planning‚ Comprehensive Financial Planning‚ Estate Planning‚ Life Insurance‚ Long-Term Care‚ Retirement Planning
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