Greg Longtine focuses on the development of investment and retirement plans, advising individuals and families in the management, preservation and transition of their wealth.
Greg earned his Bachelor of Business Administration degree in Accounting from the School of Business at the University of Wisconsin – Madison. His past experience as a CPA helps him understand the problems and challenges facing individuals and businesses as they plan their financial future. Greg is a CERTIFIED FINANCIAL PLANNERTM professional, and holds the Series 7 and 63 registrations.
Greg serves on the boards of the Green River Area Community Foundation and Care Net Pregnancy Center of Owensboro. He is a member of the McLean County Chamber of Commerce, Owensboro Rotary Club, American Institute of Certified Public Accountants and Owensboro Estate Planning Council.