Greg Reed, CFP ® , CFS, CLU ® , MBA has been in the financial services business since 1997. Greg works to understand the unique needs of each dental student, dentist and dental specialist with whom he works to design an appropriate life and disability program. He specializes in making complex insurance products more understandable. Greg also assists clients as they progress through their career and encounter new and increased risks.
Greg is a Texas Native and lives with his wife and two children in Allen.