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Greg Nelson

Greg Nelson

Senior Associate & Financial Advisor

Greg’s first priority is building lasting relationships. He believes listening to people, hearing their dreams and plans for the future, is the best foundation to create a successful financial or retirement plan. As a former teacher, he is familiar with the unique financial planning and retirement needs of education employees.

Greg is a graduate of Pacific Lutheran University with degrees in Secondary Education and American History. He lives in University Place with his wife Janet, an elementary school reading specialist, and their two children.

One Word to Describe Greg: Sincere

Memorable Money Moment:  I learned about savings goals from my younger brother, Andy. At the young age of 12, he decided that he wanted an electronic synthesizer. The sticker price was $2,195 -- and that was in 1987. To meet his goal, he got a paper route -- about the only job a 12-year-old could get. With a little financing help from my parents, he was able to purchase the synthesizer and went on to outfit a full music studio.