Gregory Smith

Gregory Smith

Financial Advisor, Financial Planning Specialist

Greg got into the finance industry out of his love for helping people and his passion for working with others. 


As a Financial Planning Specialist, he strives to help individuals, families, and businesses exceed their goals and expectations 

with a customized approach, top notch customer service, and attention to detail.


Greg also serves the community of Colorado Springs by serving as Treasurer of the Pikes Peak Suicide Prevention Partnership and routinely volunteers with the Rocky Mountain Field Institute and the Springs Rescue Mission.


His fiancé Samantha is also in finance, they enjoy travelling, hiking, and their two cats Apollo and Hamilton. Their wedding is in September.