The WealthPlan Advantage Team
WPA’s team of professionals provides expertise and guidance on complicated and/or
time-consuming financial matters. The WPA team brings extensive industry experience,
strong credentials and passion to help build long-lasting client relationships. We pride
ourselves on the quality of service we offer every day. Faith. Patience. Discipline.
Utilizing a disciplined approach, Greg works with his clients to develop a cohesive strategy to address their most complex financial goals and needs. This comprehensive approach covers wealth management issues in the areas of estate planning, investment management, business succession planning, corporate stock option planning, insurance, retirement planning, and charitable giving. He will work with you personally to understand your needs and provide you with a customized game plan aimed at pursuing your goals.
Greg received his Bachelor of Arts degree from Boston College where his studies included Economics, Political Science and History. Greg also earned a football scholarship to Boston College and graduated in 1989. After graduation, Greg continued his advanced studies in the Master of Arts program, Industrial Psychology.
Greg, and his wife Sherry and his three children Gregory, Leo and Vivian live in historic Morristown, New Jersey.
Dan is the newest member of the
WealthPlan Advantage team working in
client services and operations, and is
responsible for all money flows to and
from client accounts. Dan recently
graduated from Boston College earning a
degree in Psychology with a
concentration in Neuroscience from the
College of Arts and Sciences. He also
participated in the Summer Management
Catalyst Program within the Carroll
School of Management. He is a series 7
licensed registered representative.