Greg Dietz

Greg Dietz

Financial Services Representative

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client's established goals. My personal goal is to become a lifetime resource for each and every client.

QUALIFICATIONS

  •  Entered the Financial Services and Insurance Business in January 1984 with New England Financial
  • Series 6, 63 and 65 securities registrations 
  • Licensed to sell Life & Health insurance in FL, IL, WI
  • Registered to sell securities products in AZ, CO, FL, GA, IL, IN, MN, WI
  • Prior Leaders Conference qualifier
  • Prior National Quality Award qualifier
  • Recipient of “Midshipman” Award
  • 2011-2013 Five Star Wealth Manager

PERSONAL

  • Married to wife Maryann with three children and multiple grandchildren
  • Hobbies: golfing and walking

ORGANIZATIONS & ACTIVITIES

  • Member of the Life Underwriters Political Action Committee
  • Former Member of the Board of Directors, Memorial   
  • Hospital of Burlington Community Foundation
  • Former Junior Achievement Class Advisor
  • Former Committee Member of St. Thomas Aquinas   
  • School Endowment Fund
  • Bellarmine College Alumni Association
  • Member of Waterford Youth Baseball Association
  • Member of Waterford Area Chamber of Commerce
Phone (262) 662-4327
Fax (262) 662-4360