Greg Rychlik, CRPC, CASL

Greg has a BBA degree from St. Edward's University and a financial planning certificate from The Wharton School of Business. He is responsible for our team's wealth management including asset allocation and investment solutions.

Greg's primary focus is portfolio design and management.  He works with our clients to create customized investment portfolios tailored to their financial goals, risk tolerance and time horizon.

"It's not about what is hot in the market or even your age.  Your investment mix should primarily be based on your need to use the money."