Advocacy meets
Innovation

Your Chief Innovation Officer

About Gregory

Gregory is a high performance professional who develops strategies and processes to assist insurance agents, brokers, and advisors in developing innovative client strategies in managing data analytics, health captives, underwriting processes, strategic risk planning, plan compliance, and well-being programs.


Greg and his family are actively involved in a variety of mission and outreach programs, locally and internationally.
 

Continued Education, The American College, Employee Benefits, Leadership

Dedication to Education

Gregory earned the Bachelor of Independent Studies in Administrative Sciences from Murray State University and has earned a number of advanced professional designations from The American College including Chartered Life Underwriter®, Chartered Financial Consultant®, Registered Health Underwriter®, and Chartered Health Consultant™.  Greg is also actively pursuing a Masters degree in Theological Studies - Leadership.


These studies and designations represent a life-long commitment in service to clients while remaining rooted in continuing education, ethics, and making a professional pledge to deliver quality, innovative, client-centric solutions in health risk management, financial planning, and risk advisory services.

Client Mission

With over 32 years of experience in insurance and financial services, Gregory consults and presents to his agency clients and to professional associations, providing expertise his expertise in an allied and aligned manner.


Gregory is also Founder & CEO of Allied Advisors Group, LLC, a firm dedicated to helping bring advisors from many specialties to help one another grow and serve the public to bring value beyond product placement.

Consulting Services

Strategic Coaching

Developing a long-range strategy and building out a path to success is critical to your organization.


Gregory can help you develop and design your written strategy and then guide you on ways to prioritize and execute and monitor your agency engagement plan.

Human Capital Planning

Do you have the right people on your bus?  Are they in the right seat?  Is your bus headed in the right direction?


Let Gregory help you develop strategies to attract and retain the most talented individuals to help you achieve your goals.

Big Data - Health Analytics

Understanding risk and predicting the best path to improve your risk and cost requires the best data and the right analytics processes.


You'll see your group health, rx, and wellness data come to life and be transformed in to action to improve your outcomes.

Learn more about becoming an Allied Advisor Member...

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