Meet Our Team
Managing Partner / Insurance Professional
Greg is a Missouri native who was raised in University City, MO and earned his Bachelor of Arts degree from Arkansas State University in Communications Management. Greg and his wife, Christina, are proud parents to their three sons, Colin, 12, Evan, 6, and Kingston, 3 and love to spend quality time with family traveling, attending baseball practice and volunteering at school-related events.
Greg has been licensed in the financial industry since 2007. Greg is proud to have a perfect standing with the Better Business Bureau (BBB), National Ethics Association (NEA) and National Association of Insurance & Financial Advisors (NAIFA). He is also a beacon in the community from his work with intramural age 8 and under University City Football Team; Walker Scottish Rite Clinic at Maryville University; The Greater North County Chamber of Commerce; Clayton Chamber of Commerce; and the St. Louis Crisis Nursery.
Greg has been assisting pre-retirees and retirees within the Illinois and Missouri area. He brings a wealth of knowledge over 10 years of experience in finance and insurance to his role as a retirement advisor. His diverse background and training enable him to help clients pursue their long-term financial goals through comprehensive, individualized financial planning. Greg has assisted thousands of households how to protect and preserve their assets, increase their retirement income, and reduce their taxes. Everyone should have someone with honesty, integrity, and commitment to help make things simple and less complicated.
Director of Operations Management and Marketing
Missouri Life Insurance Agent
Melika manages our daily business operations, Client Services and Marketing Departments at Safe Harbor Financial Investments. She oversees new client service needs, helps develop and implement the company’s marketing campaigns and manages the Marketing Department’s daily operations. Melika also directs the company’s dinner seminars and facilitates special client appreciation events. She oversees all the responsibilities they entail, including coordinating and scheduling events, preparing materials, analyzing data and ensuring that all events are successfully executed. Melika is the initial point of contact with new clients and stays in close contact with existing clients to help ensure that all their needs are met. Melika, who is a twin, enjoys spending quality time with her family and friends and grew up in Eugene, Oregon. She earned her Bachelor’s degree from American International College in Springfield, MA, where she became a Bill Gates Millennium Scholar. She majored in Healthcare Management and minored in Marketing.