The Team

After graduation from the University of California, Irvine (Biology), Greg earned a Masters degree from the San Francisco Theological Seminary and was ordained a Presbyterian minister. A hospital chaplain in both civilian and military life (Desert Storm veteran), he developed expertise in long-term health care which led him into the financial services industry as a corporate officer of a large bank broker/dealer and consultant to major insurance companies, banks and broker/dealers. Expanding with technology, he became CEO of two small publicy traded technology companies working first with electronic medical records and then with a platform serving small volume investors. 

Greg is married with 4 adult daughters and 5 grandchildren and resides in Newport Coast, CA.  He remains active as a community volunteer and enjoys working with Financal Advisors.

Over the past twenty years Rachel has  established a solid performance record in Sales Management, Marketing, Business Development and Coaching. She specializes in creative marketing, training, relationship building and sales with a consultative approach. 

She has an extensive background in investments, insurance, healthcare, IT concepts, social media promotion, B2B, financial planning and managing corporate events.
Rachel has presented at various industry conferences and has developed a network of relationships with multiple C-suite executives.  Rachel has worked with Financial Advisors to help grow their business as a wholesaler and helped design insurance products for investment programs.    She joined Advisor Centric Trusts to continue to help make a difference for clients and advisors.

Rachel lives in Northern California and is married with two children and three grandchildren.