Gregory has been with CJBS since 2000. He provides significant knowledge in all fields of accounting, income tax, financial planning, and wealth management. Gregory has a high level of expertise in income tax research, financial management, business entity structuring, mid-market businesses, high net-worth individuals, and mergers and acquisitions. His specialties include identifying tax planning, financial planning, and budget management opportunities for both businesses and individuals. Gregory’s industries of specialization include restaurants, bars, manufacturers, medical practices, and employee benefits.
Gregory received his Bachelor of Business Administration with degrees in Accounting and Finance from Ohio University in 2000, and his Masters of Science in Taxation degree from DePaul University in 2007. He also received his CPA from the University of Illinois. In addition, he is also a registered securities representative and licensed Illinois Insurance Producer. His educational process continues through affiliations with the National Association of Securities Dealers, the American Institute of Certified Public Accountants, and the Illinois CPA Society foundation.
Gregory is a member of the Illinois CPA Society, the American Institute of Certified Public Accountants, and the National Association of Securities Dealers.
Gregory enjoys both playing and watching sports. As a Cubs and Blackhawks season ticket holder, he is accustomed to cheering for teams that don’t win. In addition to sports, he enjoys traveling and fine wines.
Contact Greg at
greg@cjbs.com