Greg Oray

As a financial advisor, he understands the importance of helping his clients feel better about their money. Greg believes that a financial advisor's role is not just about managing investments, but also about understanding the emotional and personal needs of his clients. He takes a holistic approach to financial planning, considering both short-term and long-term goals, as well as any life changes or unexpected events that may impact his client's financial situation.

 

When Greg is not assisting his clients, he finds solace and enjoyment in various hobbies. Golf is one of his favorite pastimes, where he can unwind and challenge himself on the course. He relishes the strategic aspects of the game and appreciates the opportunity to connect with friends and colleagues during friendly competitions.

 

He’s also committed to maintaining a healthy lifestyle that extends beyond the office. He’s passionate about fitness and enjoys pushing the limits through CrossFit workouts. The intensity and camaraderie of the CrossFit community resonate with his competitive spirit and drive for personal growth.

 

Above all, Greg cherishes spending quality time with his family. He deeply values the bond he shares with his wife, Elizabeth, and her son, Jackson. Whether it's enjoying family meals, participating in outdoor activities, or simply having meaningful conversations, he prioritizes these moments and understands the importance of a strong family foundation.

 

Whether you are looking to build wealth, plan for retirement, or simply understand your options for leaving a legacy, Greg is here to help. With his caring approach and commitment to your financial success, he can help you and your family reach your financial dreams.