Gregory is the founder and Chief Executive Officer of Beratung Advisors. After 10 years in the financial services industry with PNC Investments, Park Avenue Securities and Guardian Life, his passion for financial planning and financial education compelled him to start Beratung Advisors. He believes that every person should have a comprehensive financial plan to help pursue their life goals. Gregory has long held the belief that the educated client is his best client and he strives to educate every client about the strengths and challenges of their financial plan. This is why he chose the name Beratung [ba-rah-tung], which is German for Advice, Guidance, and Consultation.
Gregory helps clients create personalized comprehensive financial plans that help them to pursue their financial goals. He focuses in the following financial planning areas:
Personal Financial Planning
Small Business Planning
Gregory was born and raised in Buffalo Township, Pennsylvania. He graduated from Freeport Area High School and went on to graduate from the University of Pittsburgh with a Bachelor of Science in Business Administration with a concentration in Accounting. He has an Executive Certificate in Financial Planning from Duquesne University. Among his many industry accomplishments, he holds a CERTIFIED FINANCIAL PLANNER™ certification from CFP Board and the Chartered Retirement Planning Counselor from College for Financial Planning.
Gregory is passionate about leadership and serving others. He has served in many leadership roles over the years, including 7 years as a Township Supervisor in Buffalo Township in Butler County, Church Council at Trinity Evangelical Lutheran Church in Freeport, and President of East Suburban Networkers. At the time of his election as Township Supervisor, he held the distinction as the youngest elected official in the Commonwealth of Pennsylvania.
Gregory currently serves as Chair of the Bethesda Foundation for Children in Meadville PA, Board Member of Bethesda Children's Home in Meadville PA, Financial Planning Association of Pittsburgh Board Member, Authorized Lay Minister in the North American Lutheran Church Mid-Northeast Mission District, Volunteer Coordinator of Howard International Ministries, Special Deputy Sheriff in Butler County,and Guest Blogger with L3 Leadership in Pittsburgh.
Gregory resides in the historic Deutschtown Neighborhood of the Northside of Pittsburgh with his wife Amanda, daughter Abigail, and their dog Remington. They attend Bethlehem Evangelical Lutheran Church in Glenshaw. In his free time, Gregory enjoys volunteering, preaching the Gospel of Jesus Christ, reading success books, shooting sporting clays and skeet, boating, dining out, and attending Pittsburgh Pirates and Pittsburgh Panthers games.
Waddell & Reed, Inc. is not affiliated with any other entities referenced herein. 06/19