Trusted Retirement Health Coverage

Gregg has been an insurance advisor for 20 years and believes in a balanced retirement that takes all aspects of life into consideration. This includes healthcare, social security maximization strategies, and retirement income planning that lasts a lifetime.  

Personalized strategies are the key to having a retirement that will meet a client’s needs each step along the way from accumulation, to distribution, as well as preservation. Proper advance planning relieves the stress that these different phases of retirement may present to our clients.  

Gregg has specialized in several aspects of retirement planning for decades and has incorporated them all in his work at Capital Financial Advisory Group. He has been married to his wife Charmaine for 30 years and has three adult children Andrew, Becky and David. 

Connor is a recent graduate of the University of North Carolina at Chapel Hill. During his free time you can catch him on a golf course with his friends, at some type of UNC sporting event, or at the beach where he loves to fish and scuba dive. Connor works with Gregg helping him write trusts, life insurance policies, and medicare plans. Together, they prepare clients for a worry-free retirement by fostering personalized strategies that will meet a client’s needs each step along the way from accumulation, to distribution, as well as preservation. 

Connor was born and raised in Siler City, North Carolina. He has obtained his life, health, and medicare license and is working on getting his Series 65 license.