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Greg Nelson

Greg Nelson

Senior Associate and Financial Advisor

Greg’s first priority is building relationships based on trust and respect. He believes listening to people, hearing their dreams and plans for the future, is the best foundation to create a successful financial or retirement plan. As a former teacher, he is familiar with the unique financial planning and retirement needs of education employees. With more than 20 years of experience, Greg has helped hundreds of clients build financial plans suited to their specific goals. Greg is passionate about doing the right thing.

Greg is a graduate of Pacific Lutheran University with degrees in Secondary Education and American History. He lives in University Place with his wife Janet, an elementary school reading specialist, their two children and their golden doodle pupply, Nala.

More About Greg:

Memorable Money Moment:  I learned about savings goals from my younger brother, Andy. At the young age of 12, he decided that he wanted an electronic synthesizer. The sticker price was $2,195 -- and that was in 1987. To meet his goal, he got a paper route -- about the only job a 12-year-old could get. With a little financing help from my parents, he was able to purchase the synthesizer and went on to outfit a full music studio.

First Job: Short Order Cook at Nikko's Burgers in Corona, California.

Organizations that are important to me: L'Arche Tahoma Hope, Catherine's Place, Pacific Lutheran University.