Greg has been a member of Kades-Margolis Corporation since 2006. His areas of specialties include retirement plans, investment planning and personal financial strategies. He also offers his clients life insurance planning and long-term care insurance.
Greg’s successful career with Kades-Margolis began by working with employees of local school districts in Delaware County, Pennsylvania. Since then, he has developed a broad background of retirement, personal and corporate financial strategies and services. Greg’s team approach to client service allows input from the diverse knowledge base that Kades-Margolis offers.
Greg received his Master of Business Administration Degree from Temple University in 1992. He also is a graduate of The Pennsylvania State University with a Bachelor of Science Degree in Business Administration. Since joining Kades-Margolis, he has earned his Chartered Retirement Planning Counselor (CRPC) and Certified in Long-Term Care (CLTC) designations.
Greg and his wife, Amy, live in Maple Glen, Pennsylvania, with their two sons, Zach and Josh. Greg enjoys racquetball, tennis, and biking in the summer.
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