Our team approach is an effective method to help clients with a variety of needs maneuver through a complex financial-services world. Every member of our diverse team plays a vital role in implementing solutions to help each client realize their cherished life goals.
Gregory D. Gardner, CFP
Greg is a Certified Financial Planner licensee with over twenty years of experience helping clients manage their financial affairs. Greg specializes in comprehensive wealth management, estate and long-term care planning, and asset management.
As a linebacker at SMU, Greg Gardner learned the importance of a game plan — of being able to integrate multiple components, play through obstacles and adhere to a carefully developed strategy. Now, as President of The Gardner Group, he applies those lessons to the process of creating customized financial solutions for high net worth individuals and their families.
Greg is an active member of the Financial Planning Association (FPA), the National Planned Giving Committee and the North Texas Estate Planning Council. He is a graduate of Southern Methodist University, where he is the Past President of The Mustang Club and serves on the board of directors of the SMU Lettermen’s Association. He is also past Chairman of Planned Giving for SMU Athletics and served on the university’s Planned Giving Board to encourage charitable giving for the entire campus. Greg incorporates this mindset into his work with clients, showing them the power of charitable remainder trusts, gifting of appreciated assets and other tax-favored strategies that can benefit their families and causes that are dear to them. He is also active in several other professional organizations, including the Exchange Club of East Dallas.
Greg lives in Lakewood with his wife, Carey, and their daughter, Landrey and son, Bo.