We understand that investing is more than just a numbers game. There’s emotion involved as well. People assign different values to money and approach investing for many reasons. The so-called best investments aren’t necessarily the best for everyone. When we first get to know each other, we’ll ask you a lot of questions so that we can learn about you as a person, and we’ll tailor your investments accordingly. We want to be just as excited about your dreams as you are.
Founder, Senior Financial Advisor
As founder and lead financial advisor of Valley Ridge Financial, Gregg provides individuals with a range of specialized, comprehensive financial guidance for investment, retirement, and estate planning, as well as other wealth management needs. He purchased the firm in 1994 with the goal of offering a local, independently owned alternative to large, traditional brokerage firms.
Gregg earned his BS in finance from Bradley University. After graduation, he spent three years working as a trader for Northern Brokerage Firm, Inc. He then began his career as a financial planner at Western Brokerage Firm, Inc., where he worked for six years before deciding to start his own firm.
Credentials and registrations
Gregg and his wife, Tamara, are lifelong residents of Burlington, Vermont. They are the proud parents of two daughters, Lisa and Caitlin. Gregg is a board member for the Association for Central City Business & Arts. In his (little) spare time, he enjoys hiking and road biking along the beautiful Vermont countryside.
Financial Advisor
As a financial advisor for Valley Ridge Financial, Debra provides individuals with a range of specialized, comprehensive financial guidance for investment, retirement, and estate planning, as well as other wealth management needs. She has been with Valley Ridge Financial since 2004 with the goal of offering a local, independently owned alternative to large, traditional brokerage firms.
Debra earned her BS in finance from Wayne University. After graduation, she spent four years working as a trader for Geneva Brokerage Firm, Inc. She then began her career as a financial planner at Middlebrook Wealth Management, Inc.
Credentials and registrations
Debra and her husband, Andrew, are lifelong residents of Burlington, Vermont. They have two children, Kyle and John. Debra is a board member for the Association for Central City Business & Arts. In her (little) spare time, she enjoys Sunday adventures throughout the city.