Gregory Trump, CFP®

Gregory Trump, CFP®

 

As a senior case analyst, Greg is involved with all aspects of fact finding, case design, analysis and client illustrations. Greg brings six years of experience in advanced case design and is intimately familiar with our planning software and case development process. He has direct contact with our partners and plays a primary role in the timely development and completion of our client deliverables.

Greg graduated from the Purdue University Krannert School of Management in 1999 with a BS in Finance and Management. He received his Certified Financial Planner designation from the Certified Financial Planning Board of Standards.