Focus
Greg Wilkinson approaches financial advising with curiosity, empathy, and a strong belief in the power of relationships. He sees every client interaction as a chance to build trust, listen closely, and offer clarity in an often-complicated financial world. With a background in economics and cost analysis, Greg blends data-driven thinking with a down-to-earth communication style. He takes time to understand what matters most to each client, offering insights that support their decisions and reflect their values. His goal is to leave every conversation with a positive impact—one that respects where people are now and where they want to go.
Education, Awards & Credentials
- Bachelor of Arts in Economics, University of Maryland, College Park
- Master’s in Cost Estimating and Analysis, Naval Postgraduate School
- Licensed Securities Agent and Investment Adviser Representative (Series 7 and 66)
Outside the Office
Greg was born and raised in Laurel, Maryland, and now shares his life with his wife, Susie, and their two children, Luke and Brooke. Together, they enjoy exploring the outdoors through camping, hiking, and traveling to new destinations. One of Greg’s most cherished memories is proposing to Susie at the top of a mountain in the Swiss Alps—a moment that reflects his adventurous spirit and love for creating lasting experiences.
Greg’s hobbies are as diverse as they are active, ranging from snowboarding and SCUBA diving to playing piano and cooking. He’s also a big fan of Maryland Terrapins basketball and football, as well as the Washington Commanders. Beyond recreation, Greg dedicates time to giving back, volunteering with the American Red Cross and Big Brothers Big Sisters, embodying his commitment to leaving a positive mark on the community around him.
Whether at work or in his personal life, Greg’s mission is to be a source of positivity and support, exemplifying the values of mindfulness, kindness, and meaningful connection in all he does.
