Greg Nelson
Registered Representative of GAA
Investment Advisor Representative of SFG
5350 Orchard St W, Suite 200
University Place, WA 98467
(253) 473-0656
Greg's Bio Greg's Bio
Greg's first priority is building a relationship with his clients. He believes that listening to people, hearing their dreams and plans for the future is the best foundation from which to create a successful financial or retirement plan. He is dedicated to building long-term relationships based on exceptional service.
Prior to joining Shelgren Financial Group, Inc., in 2000, Greg was a teacher and coach in the Clover Park School District. As a former teacher, he is familiar with the unique financial planning and retirement needs of education employees.
Greg is an Investment Advisor Representative of Shelgren Financial Group, Inc. (Series 66) and a General Securities Representative of Great American Advisors®, Inc. (Series 7). Additionally, he holds both life and disability insurance licenses.
A graduate of Pacific Lutheran University, Greg received Bachelors Degrees in Education and American History. He is married to Janet, who is a teacher in the Clover Park School District. Greg, Janet, and their son, Drew, live in University Place.
Services offered
- Comprehensive Financial Planning
- Tax Favored Investments
- Investment Portfolio Analysis
- Projection of State Retirement Income
- Retirement Income Analysis
- Life Insurance Analysis
- College Funding Plans
- Tax Evaluation