Gregory S. Phelps

Greg supports the operational efficiency of the money management practice. At Griffith & Werner, we not only want to achieve superior results, but we also want to have a superior client experience. Greg helps accomplish this by designing our client events and continuing education. In addition to managing the market research, Greg also helps companies find synergy in their relationships. We take the same holistic approach to financial planning and implement those skills in helping small businesses. Greg works to find efficiencies in how a small business is run, from payroll and benefits to coordinated efforts among our firm and your accountant and legal professional. We are committed to your success, and we try to achieve that through finding the right financial and professional solutions.