Meet Greg Banner:

Greg Banner brings over three decades of experience as a Certified Financial Planner® to Asset Preservation Strategies. He specializes in working collaboratively with high-net-worth individuals, entrepreneurs, and business owners, providing comprehensive planning services including: family office services, business growth strategies, business exit strategies, asset management, retirement planning, tax reduction strategies, insurance, estate planning strategies, and asset protection for both individuals and businesses. Greg is passionate about using his unparalleled industry knowledge, connections and resources to help individuals get more out of their lives. His dedication to serving others is rooted in the relationships he builds with clients, and his commitment to putting others first. Greg helps quarterback planning, protecting and investing efforts so that his clientele can build generational wealth with intention and thrive. This has resulted in a variety of situations where he has been called upon to act as a family CFO. He has also developed a unique niche in working with real estate developers, and with private equity and alternative investments to create varied income strategies.