Greg has been in the financial services industry for 20 years. He spent the bulk of his career in New York City working as an Institutional Trader for various brokerage firms and hedge funds. In 2015 he moved back to Rochester to be closer to family. After working as an investment advisor for a couple smaller investment firms in Rochester, Greg started Oak Crest Advisory LLC, with his partner, Bryan Gray.
In his spare time, Greg enjoys playing golf and hockey and watching his numerous nieces and nephews battle it out on the sports fields.
Bryan has been a trusted Financial, Tax and Business advisor for over a decade. His primary focus of financial planning is serving small business/self-employed individuals, high income (high tax) individuals and individuals in, entering or nearing retirement. Bryan leverages his foundation in tax to maximize client's overall wealth, which includes appropriate retirement plan selection, allocating asset classes based tax impact, utilizing tax-efficient ETFs as well as creating tax-efficient distribution strategies for retirees. Bryan resides in Clifton Springs with his wife and daughter and enjoys all things outdoors outside of tax season.
SUNY Brockport - B.S. Accounting - Magna Cum Laude
Certified Public Accountant
Certified Financial Planner