About Us
Greene Wealth Management was formed in 2005 by Kirk Greene and a team of five to better serve clients as an Independent Investment Advisor. Our focus is on the success of the clients we serve.
Dedicated Process
Working with you and your other professional advisors, we can help you create plans that have a real impact in your lifetime and beyond.
Experienced Team
Our team of dedicated professionals have the talent and experience to provide financial solutions tailored to your unique needs.
Comprehensive Service
We help our clients take a holistic view of wealth, which is essential to making wise choices and staying aware of each decision’s impact.
Our Process
Step 1: Listen
We start by listening: to your hopes and dreams; to worries that keep you awake at night. We work with you to clearly define and crystallize your most important goals.
Data Gathering
We’ll gather details about your current finances and available resources.
Discovery
Understanding your core values and beliefs is essential to our process.
Goal Setting
We help you identify and clearly define your most important financial goals.
Client RoadMap
We deliver results using a customized client engagement roadmap that shows where we have been, where we are going, and how to get there.
First Quarter1
- Introductions
- Goal Discussion
- Fact Finding
- Risk/Return
- Diversification
- Taxes/Costs
- Documents
- Questions?
Second Quarter2
- Financial Plan (Draft)
- Recommendations
- Savings Strategy
- Investment Strategy
- Questions?
- Engagement
- Begin Implementation
- Other Professionals
Third Quarter3
- Economic/Market Update
- Financial Plan Review
- Investment Policy Statement
- Investment Review
- Lifeboat Drill
- Property/Liability Insurance
- Health/Life/Disability
- Other/Questions?
Fourth Quarter4
- Economic/Market Update
- Financial Plan Review
- Investment Review
- Portfolio Rebalancing
- Year-End Tax Planning
- Estate Plan
- Fund Manager Review
- Other/Questions?
Fourth Quarter4
- Goals Revisited
- Outstanding Items/How Did We Do?
- Economic/Market Forecast
- Financial Plan Changes
- Mid-Course Corrections?
- Investment Review/Changes
- Tax Information
- Other/Questions?
Third Quarter3
- Economic/Market Update
- Financial Plan Review
- Investment Review
- Portfolio Rebalancing
- Roth 401k/IRA/Conversion
- Risk Revisited
- Portfolio Manager Meeting
- Other/Questions?
Second Quarter2
- Economic/Market Update
- Hidden Opportunities/Risks
- Financial Plan Review
- Investment Review
- What Does Retirement Look Like?
- Making a Difference in Lives of Others
- Estate Plan Update
- Other/Questions?
First Quarter1
- Economic/Market Update
- Financial Plan—On-Track?
- Investment Policy Revisited
- Investment Review
- Portfolio Rebalancing
- Year-End Tax Planning
- Team Meeting?
- Other/Questions
First Quarter1
- Sample client update
- Economic market update
- Retirement projections
- Education projections
- Investment review
- Fund managers review
- Rebalance IRAs
- Send tax info
- Other
Second Quarter2
- Sample client update
- Economic market update
- Retirement projections
- Education projections
- Allocation vs. risk
- Allocation vs. goals
- Investment review
- Portfolio manager meet
- Other
Third Quarter3
- Sample client update
- Economic market update
- Retirement projections
- Education projections
- Investment review
- Wealth planning
- Consult advisors
- Other
Fourth Quarter4
- Sample client update
- Economic market update
- Retirement projections
- Education projections
- Investment review
- Client vacation home
- Host virtual conference
- Other
Our Team
Jason Radabaugh, CFP®
Managing Director
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Jason Radabaugh, CFP®
Jason is responsible for investment analysis and implementation strategies, offering strong service commitment and extraordinary analytical skills.
Read MoreChris Downing, CFP®
Managing Director
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Chris Downing, CFP®
Chris joined the GWM team in 2007. He has 20 years of experience in the financial services industry, including previous leadership positions at Safeco & Symetra.
Read MoreMatt Lowe, CFA, CFP®
Managing Director
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Matt Lowe, CFA
Matt joined Greene Wealth Management as an adviser in 2014 and is responsible for working with clients to achieve investment and wealth planning goals.
Read MoreSheri Christensen
Operations Manager
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Sheri Christensen
Sheri rejoined the GWM team in March of 2016 as the Chief Compliance Officer and Operations Manager after being away since 2008.
Read MoreJackie Bobzien
Operations
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Jackie Bobzien
Jackie has worked for Kirk and his clients since 2000. She assists with client meetings, investment trading, quarterly reports, and policyowner services.
Read MoreChristine Esparolini
Operations
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Christine Esparolini
Christine’s joined Greene Wealth Management in 2018 as an Operations Assistant. She looks forward to meeting and serving you.
Read MoreMarta Noble
Operations
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Marta Noble
Marta joined the GWM team in 2009 to offer administrative support and quickly transitioned into an Operations Assistant providing customer support.
Read MoreKinshasa Leonard
Administrative Assistant
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Kinshasa Leonard
Kinshasa joined Greene Wealth Management in May 2022. She provides important coordination between clients and Greene Wealth Management team members.
Read MorePillars of Service
Our approach to wealth management services and maintaining client relationships is rooted in these foundational principles.