In August 2024, Greg was arrested and spent the next six months in jail. For the 14 years before that, he had been a financial advisor to some of the country's wealthiest families. Jail made him slow down long enough to see that his drinking was widening the distance between who he was and who he wanted to be. In recovery, he worked the 12 steps. Somewhere in that process, a realization hit him and he wouldn't let go. Greg saw that the same patterns driving his addiction were showing up in his clients' financial lives. The denial. The avoidance. The shame. The compulsive behavior. Money is tied to identity and self-worth in ways that has nothing to do with the
numbers. Greg is the author of the forthcoming 12 Steps To Financial Sobriety (coming in February 2027) as well as the founder of ClearPath Financial Coaching. He also writes weekly on Substack at Financial Sobriety.

Greg is available to speak on the following topics:
• Why traditional budgeting advice doesn’t work
• The emotional underpinnings of financial decisions
• Why surrender, honesty and community are necessary for financial change
• More money does not equal more happiness