Greg has over 30 years of experience providing tax consulting and compliance services to high net worth individuals and their related entities. His approach to planning encompasses addressing the needs of the business and business owner in an integrated manner. Greg keeps his clients up to date on tax law changes to proactively address potential tax consequences with the goal of providing planning opportunities to achieve tax savings. Greg’s industry experience is broad and includes private equity, real estate, manufacturers, retail, and distribution. Greg has served on the board of directors for Moore Global Network Limited (MGNL). HCVT is a member of MGNL, an independent global accountancy and business advisory association of affiliated CPA and financial services firms. Additionally, Greg is a member of the board of directors of several private and public companies. He frequently speaks at industry events addressing the impact of changing tax legislation. 

Greg began his career at KPMG. He is a graduate of California State University, Northridge and holds a master’s of taxation from Golden Gate University. 

Professional Experience


Professional and Community Involvement

American Institute of Certified Public Accountants
California Society of Certified Public Accountants

Practice Area & Specialization

Credentials and Certifications

CPA, California


MS, Taxation, Golden Gate University
BS, Accounting, California State University, Northridge

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