Greg has been a member of Kades-Margolis Corporation since 2006. His 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 in retirement, personal, and corporate financial strategies and services. Greg’s team approach to client service allows input from Kades-Margolis’s diverse knowledge base.

 

Greg received his Master of Business Administration Degree from Temple University in 1992. He also graduated from The Pennsylvania State University with a Bachelor of Science 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. In the summer, Greg enjoys racquetball, tennis, and biking.