Who we are

Greg has been with Wells Fargo & CO since 1998. In addition to holding applicable securities registrations, Greg also holds the CERTIFIED FINANCIAL PLANNER™ professional designation. He brings with him 40 years of experience in business management.

Prior to joining Wells Fargo Advisors, he was with Johnson Controls, where his experience included sales engineering and branch management, leading to his position as Director of Owner Services for North America.

Greg holds a B.S. in Electrical and Computer Engineering from the University of Wisconsin – Madison and an M.S. in Business Management from the University of Wisconsin – Milwaukee.

Community involvement is important to him. He is a black apron station leader for the Waukesha Chapter of Sleep in Heavenly Peace, a longtime volunteer for the Potawatomi Area Council, Scouting USA, Treasurer of the Financial Planning Association of Wisconsin, and has served on the Waukesha Technical College Foundation Board. He resides with his wife, Kristine, in the Village of Merton, WI.

"My parents ran a small business, and having worked my way through college and a successful business career of my own, I have learned the value of hard work and helping others. It is my goal to help all my clients achieve their dreams, and I am committed to doing just that."

Serena is the Office Administrator for Shorewood Financial Services and is the first point of contact for clients when they call. She administers client’s transactional and operational account requests, as well as provides office support to her Financial Advisors. She provides personalized, high-quality/high-touch critical service and support to clients. Her unmatched level of care and attention to detail is driven by the pursuit of customer focus, ideals, and user experience. Serena is passionate in building trusted relationships with clients and continuously focusing on their purpose, needs, and utmost satisfaction. 

Serena started her career at Wells Fargo & CO in 2010 and has over 17 years in client services, retail management, and financial banking. Her wealth of industry knowledge and high level of customer service is a tremendous asset to the team and client support.

Serena is a college graduate from Cardinal Stritch University in Business Administration and resides with her husband and son in New Berlin, WI. Outside of the office, Serena enjoys spending time with her family and spending time outdoors. Some of her hobbies include Whitetail deer hunting, gardening, canning, and caring for her chickens. Serena finds interest in endurance sports and is dedicated to her triathlon training. Her recent accomplishment was being a finisher for the 70.3 Ironman in Madison, WI.

Matthew is an Account Administrator with Shorewood Financial Services. He works closely with clients to provide personalized service specific to their individual needs.

Matthew joined the team in 2021. Prior to joining Shorewood Financial Services, Matt started his career at J.P. Morgan Chase helping clients as a Personal Banker, in Stevens Point, WI. He later moved to Delafield, WI, with a focus in long-term planning. Matthew also worked with the Boy Scouts of America for 14 years. He oversaw the field service team, marketing, membership retention and recruitment.

Matthew earned a Bachelor or Arts degree from Marquette University, in 2004. He currently resides with his wife, Andrea, and kids in the Lake Country area. He is an active member of the Hartland-Lake Country Rotary, Waukesha County Business Alliance, and volunteers for the Boy Scouts of America. When he is not spending time with his family, he enjoys running, cooking, traveling, trying new experiences and cars. Matt's recent accomplishments include running the Chicago Marathon and the New York City Marathon.