What is your plan? My plan for you is to define your financial success and accomplish it. Here at Edward Jones, we help grow, protect and transfer wealth. Listening to what is important to you, together, we develop a personalized strategy to achieve your goals and partner throughout your lifetime to help keep you on track.
History has prepared me in servicing my clients here at Edward Jones. After holding positions at many levels of large organizations and owning/managing small businesses for over 10 years, I relate well to many client's situations. In my current position, I enjoy educating and coaching through client relationships. Young adults create financial foundations and mature adults create financial legacies for heirs and charities.
I am a husband and parent. We have four kids, the dogs, two cats and my in-laws living under one roof. We have a busy household. My wonderful wife is a middle school teacher in Tualatin. We are involved in our church, schools and sports. I am proud of the leadership roles that my family holds in these categories. I serve as a Rotarian and Chamber of Commerce member, participate with FCA (Fellowship of Christian Athletes) and serve as the president of my Business Networking International (BNI) chapter.
By listening and developing a relationship that goes beyond the business and understanding what motivates people, I can provide a client experience that understands the "Why" behind every decision. I am passionate about small business owners because I understand their challenges.
Many people look at the topic of money as a necessary evil, but with the right strategy and attention, life can look a lot less stressful. I am available to meet clients in whatever environment they choose. Whether at home, in the office, at the beach or over Zoom. Let me know where to meet you? I look forward to meeting my next long-term client and friend.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Portfolio Reviews
- Intergenerational Planning
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
Phone NumberGreg McMillin at (503) 692-3175
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