Our Qualifications
Credentials - Our knowledge of personal cash and risk management, what it takes to achieve Financial Independence, and estate preservation for individuals and families is thorough and accurate. We are educated to perform this profession.
Expertise - We have the important risk management, investment, estate and business planning experience that goes with our knowledge.
Reputation - Our clients and other professional advisors are our best references. We have been called on by other professionals to teach and develop personal cash and risk management, wealth accumulation and preservation, and business planning techniques.
Dennis Greensage, CLU, ChFC
Director
Expertise -Personal financial planning, retirement planning, asset preservation, business planning and employee benefits
Experienced - In financial services since 1974.
Chartered Life Underwriter
Chartered Financial Consultant
Registered Investment Advisor
B.A. - Accounting Emphasis Sam Houston State University
Involved -Given numerous speeches to accountants, attorneys, and other professionals on qualified retirement plans, executive benefits, business, estate, financial, and life planning.
The International Association of Financial Planning
Society of CLU and ChFC
National Association of Life Underwriters
Gary Greensage
Director
Expertise:-Employee Benefit planning for private and publicly held entities. Plans include Qualified Plans and Section 125 (Premium only and Full Flex Accounts). In addition, Mr. Greensage is extremely intimate with Fully and self-insurance Medical, Dental, Short term Disability, and Long Term Disability
Experience:-Entered into the industry of employee benefit planning in 1991. Started as a group representative with Home Life Insurance company and became a group accounts manager prior to joining Team Greensage.
B.A.-Finance with emphasis in accounting from Auburn University.
Involved:
National Association of Health Underwriters
National Association of Life Underwriters
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