
Treasurer
Greg is the Principal of Adero Partners Wealth Advisors. As a Certified Financial Planner (CFP®) professional, he specializes in financial planning and stewarding investment plans for high-net-worth families and business owners. Greg believes that trust is the key ingredient in a successful client partnership and works hard to earn that trust every single day. His philosophy is to be an educator first and foremost, empowering clients with the knowledge they need to make the best decisions for their financial lives. Greg is a 20-year industry veteran and in 2009 was profiled in Forbes magazine.
He received the annual Five Star Professional Award for Wealth Managers in 2016. Prior to co-founding Hines Warner Wealth Management, he spent 6 years at McGee Financial Strategies of Raymond James as a Registered Representative. During his tenure, Greg implemented numerous asset management solutions for high-net-worth individuals. He was responsible for client portfolio construction, and asset allocation strategies, and served as a key member of the firm’s Investment Committee. Greg is active in his community and currently serves on the Board of Directors for Volunteers of America® Oregon and the Resource Development Committee for The Circus Project.
From 2009 to 2014, he served on the Resource Development Board of CARES Northwest. Greg graduated with a B.S. in Business Administration from the University of Oregon in 2000, received his MBA from Portland State University in 2008, and his CFP® certification from the College of Financial Planning in 2012. He holds Series 63 and 65 securities licenses. He resides in Portland, Oregon with his family.