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.
Greg enjoys spending time with his wife and two daughters. Any free time is spent working hopelessly on his handicap.
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, tax optimized asset allocations, 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®
Mike is the newest Member to the Oak Crest Advisory Team. Over the past decade Mike has walked his clients through their different stages of life: purchasing a first home, financing a child’s post-secondary education, protecting assets and health through insurances, planning for retirement, and legacy planning. Mike believes a financial security plan must reflect everyone’s unique personal and business situation in order to properly navigate their financial goals. As a former Portfolio Manager of his firm and Investment Specialist, Mike enjoys utilizing low cost ETF’s and Mutual Funds in his clients’ portfolios as well as his managed 401(k) plans.
Mike lives in Penfield with his wife Theresa and his two young children. He enjoys “trying” to play golf in his spare time.