Meet the Team
GREG HALVORSON
Investment Adviser Representative
Greg Halvorson is a financial professional who helps individuals and families make informed decisions with clarity and confidence. A former collegiate player at Arizona State University who later played professional baseball in the New York Mets organization, Greg brings a calm, disciplined, team-first approach to helping clients make smart choices over the long run.
His work is relationship-driven and built on trust, education, and clear communication. Greg takes the time to understand what matters most to each client, explain things in plain language, and help people feel steady and confident in the decisions they’re making. He also stays current with changing rules and financial developments through ongoing professional learning so clients receive well-informed, objective guidance.
Greg lives in Scottsdale, Arizona, and is the father of three boys.
