Experienced President with a demonstrated history of working in the financial services industry. Skilled in Financial Services, Financial Advisory, Mutual Funds, Sales, and Investments. Strong business development professional with a Bachelor's degree focused in Family Psychology from The Ohio State University.

Jeremy Greene founded Greene Financial Planning after working in the long-term care industry for nearly 15 years. Driven by his desire to make a difference, he channeled his expertise and dedication to helping families safeguard their assets from future health care costs. In launching his venture, Jeremy assembled a team of experts, including financial planners, estate attorneys, health care providers, and insurance specialists. Together, they provide families with the peace of mind, knowing that their assets are protected, and their loved ones will receive the care they deserve. His work has become a beacon of hope and financial security for countless retirees. Jeremy lives in Fayetteville, Arkansas with his wife and daughter.

Rich, who carries the title of President of Encompass Financial Planning and Director of Financial Planning, got his formal introduction to the financial industry in 1997 when he began working with small business employee benefits. As a result of his passion for the success of the company and the employees he worked with, he began expanding his services over the years to include working with the owners and their staff on their individual financial needs. Attention to detail, good listening skills, and a sincere interest in the success of his clients are just some of the hallmarks of Rich's client interactions. Rich loves looking at the big picture of a client’s personal and professional life as he works with them to meet their life goals. Rich is a proud alumnus of Oregon State University. Rich also holds the CERTIFIED FINANCIAL PLANNING™ designation, which is the highest designation within the Financial Planning industry. Rich is married and is a father to 6 amazing children. Away from work he enjoys attending sporting events, watching college football, reading, or working in his yard. He enjoys each of those activities, even more, when they are done alongside his family.

Matt and his wife Amber have been married for 21 years, have 2 teens, and 4 Bernese Mountain Dogs.  They reside in Grand Junction, CO.  Matt had a 20+ year career in corporate wellness education, and helping nutritional companies expand their brands nationally.  This successful career allowed the Warrens to invest in farmland, vacation rental real estate, and other fruitful endeavors, and in the process experience tax law, estate planning, and much more.  As a wealth strategist and Vice President with DuVall Financial Group, Matt takes pride in educating others, and making sure their financial and life needs are in good order.

Carl is a graduate of Western Michigan University's Haworth College of Business. He has been a practicing in the financial services industry for more than a decade. Carl earned the Chartered Retirement Planning Counselor (CRPC®) designation in 2016 allowing him to give more comprehensive retirement planning advice and the ability to further help his clients reach their financial goals. Carl and his wife, Brittany, live and work in Cadillac and are currently busy with their growing family. The pair enjoy giving back to their community, spending time with family, and spending as much time as possible outdoors golfing, fishing, hunting, and backpacking.

Scott Moskowitz is a highly motivated and experienced entrepreneur, inventor, and financial professional specializing in the fields of finance, technology, and intellectual property. A goal-oriented and visionary executive, he consistently utilizes his entrepreneurial mindset in overseeing operations and logistics, designing financial strategies for individuals and businesses, and building profitable long-term relationships. Scott has a demonstrated record of successful results in guiding senior executives on key business decisions. He is highly respected for his ability to effectively optimize financial plans, products, and services by converting innovative and complex ideas into tangible results.    In his current role, Scott serves as a trusted advisor and subject matter expert, navigating challenging retirement planning and wealth creation environment to establish and grow an extraordinarily successful financial services business.    As Global Business Founder and CEO of Wistaria Trading Inc., Scott served as a sales and marketing consultant and as an agent for U.S. and European export goods to Japan and Asia. He was also the first-ever Undergraduate Apprentice for the Sony Corporation in Japan, where he designed a strategy to enter the United States’ high-definition TV market. He also purchased and sold a high-end jewelry retailer in La Costa, California for a 5X return in a three-year period.   Scott is also Founder and CEO of Blue Spike, Inc., where as a software development and IP licensing expert, he built and assessed the world’s only “statistically inaudible” audio digital watermarking technology, and raised $3M in three financing rounds, garnering mid eight figure licensing revenues.    He has succeeded in multiple countries and territories in multiple efforts, including sales, business/IP development, software engineering, and standards essential patents (& IP), with 150+ licenses of his patented technology used by millions of people in billions of transactions every day.   Scott holds degrees in Bachelor of Science in Economics concentrating in Finance from The Wharton School and a Bachelor of Arts in Political Science and Oriental Studies concentrating in Japanese from the University of Pennsylvania’s College of Arts & Sciences. He graduated cum laude. He has also studied Japanese Language, History, Politics, & Chinese History through Tokyo’s International Christian University’s University of Pennsylvania Study Abroad Program; completed the Japanese Business & Society Program: Introduction to Japanese Society and a homestay at Obirin College, Machida, Japan; and, completed coursework in Biology and Chemistry at Miami Dade Community College.

Charlie leverages his extensive background to structure insurance-based plans that protect families and businesses while providing tailored financial solutions. He helps clients eliminate taxes and stock market risk in retirement, ensuring financial security through guaranteed income streams and personal pensions that last a lifetime. Charlie is a rare individual who prioritizes client relationships, understanding that trust and protection are the foundation of securing a family's future. With over 20 years of experience as a financial advisor and insurance specialist, he has worked with Fortune 500 companies such as Morgan Stanley and Fifth Third Bank. His expertise is backed by a Master of Business Administration (MBA) with a Finance concentration from DeVry University Keller Graduate School of Management and a Bachelor of Economics from Northern Illinois University.

Josh Ackerman, Tom’s son, joined the practice in 2006 and became a Certified Financial Planner™ in 2009. Josh is a member of the Financial Planning Association, a national association that supports CFP® professionals, financial planners, academic leaders, students, and those who support the financial planning process.