Greg Herbison is a lifelong resident of the Rochester area, graduating from Pittsford Mendon High School and then St. John Fisher College with a degree in financial planning and a MBA.
Greg currently carries the life, accident, and health insurance license, as well as FINRA Series 7 and Series 66 licenses. This allows him to utilize all strategies related to Wall Street for his clients.
Greg's value proposition is to build lifelong relationships with clients; helping them to achieve their own financial goals and dreams. He prides himself in helping clients build long term coordinated plans, rather than making quick short term decisions. Greg specializes in working with business owners and the complex planning that takes place to protect their businesses and families.