Gregory Schlaudecker

Chief Operating Officer @Adaptfirst Tax And Investments

Jamestown, NC, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2024 — Present

Chief Operating Officer @Adaptfirst Tax And Investments

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EDUCATION

1982 — 1986

University of Dayton

BS, Management, English, Philosophy

1990 — 1993

American College

ChFC, CLU, Finance, Insurance

SKILLS

Life InsuranceFinanceTime ManagementMicrosoft ExcelFinancial PlannersRetirement PlanningTrainingBusiness StrategyManagementTeam BuildingAccount ManagementStrategyProject PlanningRecruitingStaff DevelopmentLeadershipFinancial AdvisoryStrategic PlanningPublic SpeakingEstate Planning

ABOUT GREGORY SCHLAUDECKER

AdaptFirst Tax & Investments is a holistic tax and financial planning firm serving clients all over the country. We strive to be the one place our clients can go to get honest, expert answers to their most pressing financial questions. We use cutting-edge technology to achieve this goal.Also, my network of allied professionals and colleagues is vast and experienced. I tap this network whenever faced with a difficult financial situation. As a past national board member of the Society of Financial Service Professionals, this network includes estate and business attorneys, CPAs and other financial specialists.Specialties: Smart college funding for high school and college parents; strategies to reduce your out-of-pocket costs for college.

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Gregory Schlaudecker — Chief Operating Officer at Adaptfirst Tax And Investments in Jamestown, NC, US | Unifers