Our Background

With nearly four decades of experience in Financial Advising, Gregory W.C. Sheets has been a valuable guide for individuals, families, and business owners seeking to build, preserve, and transition wealth. Since beginning his career in 1987 at Prudential, Gregory has developed a reputation for providing personalized financial strategies grounded in integrity, deep industry knowledge, and long-term relationships. Over the years, he has navigated clients through multiple market cycles, consistently helping them work towards clarity and confidence in their financial futures. Greg holds the Certified Exit Planning Advisor (CEPA®) designation and works with business owners to align business value, succession strategy, and personal financial planning well before a transition event.

Outside the office, Gregory is an active member of his community, involved in various charitable initiatives with Catawba River Keepers. As a lover of the outdoors, Gregory spends his free time fishing, paddling, and gardening. He enjoys mentoring young professionals entering the financial services field and values the trust that multiple generations of clients have placed in him.