Greg graduated from Capital University with degrees in International Business and Political Science. He holds a law degree and an MBA from Case Western Reserve University. He was one of the first advisors in the country to receive the Tax Planning Certified Professional™ (TPCP™) designation from the American College of Financial Services, building on the tax experience he gained from his work at a Big Four accounting firm. Greg pursued this designation to further improve the long-term tax strategies he develops for his clients in providing holistic financial guidance to individuals, families, and organizations.

In 2005, Greg helped found Harris Financial Services. He uses his background in accounting, finance, and law to plan comprehensively for his clients. He has expanded the services offered to clients to include tax planning and Medicare/healthcare planning in addition to education planning, financial planning, estate planning strategies, insurance planning, and providing investment advice. Greg understands that clients are best served by comprehensive planning as investments, taxes, healthcare costs, and estate planning become increasingly interrelated.