Greg has been with Wells Fargo & CO since 1998. In addition to holding applicable securities registrations, Greg also holds the CERTIFIED FINANCIAL PLANNER ® professional designation. He brings with him 40 years of experience in business management.

Prior to joining Wells Fargo Advisors, he was with Johnson Controls, where his experience included sales engineering and branch management, leading to his position as Director of Owner Services for North America.

Greg holds a B.S. in Electrical and Computer Engineering from the University of Wisconsin – Madison and an M.S. in Business Management from the University of Wisconsin – Milwaukee.

Community involvement is important to him. He is a black apron station leader for the Waukesha Chapter of Sleep in Heavenly Peace, a longtime volunteer for the Potawatomi Area Council, Scouting America, Treasurer of the Financial Planning Association of Wisconsin, and has served on the Waukesha Technical College Foundation Board. He resides with his wife, Kristine, in the Village of Merton, WI.

"My parents ran a small business, and having worked my way through college and a successful business career of my own, I have learned the value of hard work and helping others. It is my goal to help all my clients achieve their dreams and goals, and I am committed to doing just that."

Matthew is an Account Administrator with Shorewood Financial Services. He works closely with clients to provide personalized service specific to their individual needs.

Matthew joined the team in 2021. Prior to joining Shorewood Financial Services, Matt started his career at J.P. Morgan Chase helping clients as a Personal Banker, in Stevens Point, WI. He later moved to Delafield, WI, with a focus in long-term planning. Matthew also worked with the Boy Scouts of America for 14 years. He oversaw the field service team, marketing, membership retention and recruitment.

Matthew earned a Bachelor or Arts degree from Marquette University, in 2004. He currently resides with his wife, Andrea, and kids in the Lake Country area. He is an active member of the Hartland-Lake Country Rotary, Waukesha County Business Alliance, and volunteers for the Boy Scouts of America. When he is not spending time with his family, he enjoys running, cooking, traveling, trying new experiences and cars. Matt's recent accomplishments include running the Chicago Marathon and the New York City Marathon.

Sadee is a Client Associate with Shorewood Financial Services. She brings a strong background in customer service and a thoughtful, empathetic approach to clients. Sadee has experience in financial services and developed a passion for helping individuals navigate their financial journeys.

Sadee is not afraid of hard work and loves a good challenge. She spent a few years in the trades, which has shaped her work ethic and problem-solving mindset. Sadee’s hands-on background gives her a practical, grounded perspective when it comes to serving needs for clients.

Originally from West Bend, Sadee graduated high school early and worked her way towards the financial industry. Sadee currently resides in Greendale with her partner Connor, and their energetic Australian Shepherd, Benji. Outside of work, she puts her love of animals to use and volunteers at a shelter. Sadee also has experience coaching swim and offers complimentary swim lessons to children around her community. In her free time, you’ll find her playing in competitive volleyball leagues, trying to hit new PRs in the gym, or planning her next travel adventure.