Greg founded Lord Wellington Investments with a clear purpose: to create an independent advisory firm that brings together tax, financial, and investment strategies under one roof. He aimed to make it easier for clients to handle their financial lives in one place, guided by someone who understands the whole picture.

A proud graduate of Louisiana Tech University, Greg earned his Bachelor of Science in Accounting in 1984. After graduating from college, he became a CPA and hasn't looked back.

He didn’t stop there. He completed the demanding exams to earn the Chartered Life Underwriter (CLU) designation from The American College, showcasing his commitment to comprehensive financial planning. In addition, Greg is a Certified Asset Protection Planner (CAPP), which gives him advanced knowledge of how to protect your assets better.

After college, Greg rolled up his sleeves and worked for public accounting firms in Louisiana and North Carolina. His experience includes time with the management group at KPMG Peat Marwick in Greensboro, North Carolina, where he specialized in financial institutions and investment entities, an experience that still shapes how he helps clients today.

He started his own CPA firm over 30 years ago. The financial knowledge he has gained throughout his career is a tremendous asset for his clients.