“We make a living by what we get. We make a life by what we give.”

—Winston Churchill 

In 2025, Greg joined Badgley Phelps as a seasoned Wealth Manager, continuing his commitment to helping clients achieve long-term financial success. He came to Badgley after more than 30 years at Marshall & Sullivan, where Greg served as President and a member of the investment committee. During his tenure there, he earned the Chartered Financial Analyst® designation.

As a financial professional, his goal is to make clients’ lives simpler and more secure through organization, strategic planning, and creative problem-solving. Greg strives to be a dependable partner, working diligently on his clients’ behalf to help them fulfill their goals, life pursuits, and dreams.

“I am truly passionate about helping others and take great satisfaction in seeing individuals achieve success in all areas of their lives”

Greg truly loves his career and, most of all, the lasting relationships he’s built with clients over the years. When not working, he is often busy traveling, enjoying outdoor activities, or entertaining friends and family with good food and craft cocktails. Above all, he loves spending time with his family. Greg is blessed with his wife, four daughters, a granddaughter and a girl dog.

EDUCATION

• Bachelor of Arts in Accounting, Minor in Economics, University of Puget Sound, Seattle WA

INVOLVEMENTS

• Treasurer and Elder, Sammamish Presbyterian Church
• Member, CFA Institute
• Member, CFA Society Seattle
• Past Chairman of Transforming Age