WHO IS SQUIRE
Based in Atlanta, Georgia, Squire is an independent wealth management firm with a focus on distinguished investors and Family Offices. Led by President Craig Gregozeski and a team of wealth management professionals, Squire is supported by LPL Financial, the nation’s largest independent broker/dealer (As reported by Financial Planning magazine, June 1996-2016, based on total revenue.) partnering with more than 14,000 financial advisors and approximately 700 financial institutions, as well as Integrated Financial Group, one of LPL’s largest enterprises. For Squire clients, this means that there are:
- No obligations to investment product manufacturers, parent companies, or shareholders.
- No cross-sell quotas or home-office directives.
- Compliance and custody platforms accessible to benefit portfolio management.
Squire strives to provide you with clarity in an increasingly busy world.
The Squire President
Craig Gregozeski, President, leads a small and highly skilled team of industry professionals. With more than 16 years of experience in the wealth management and investing business, Craig has worked for large brokerage firms including J.P. Morgan, Bear Stearns, and Prudential Securities and has gained extensive experience from these pursuits. In addition to his focus on asset allocation and diversification, Craig analyzes historical market data and the performance of thousands of companies to identify national and global trends based on revenue growth, valuations and risk factors. Craig’s tactical approaches, (buy low, sell high strategies) offer a different approach from some other firms’ “buy and hold” or “ride it out” approaches.
Craig donates significant resources to non-profit organizations, including St. Jude’s Ranch for Children and The Atlanta Children’s Hospital, where he is a member of the Distinguished Clown Corps. He is also the Foundation Chair for the Rotary Club of Dunwoody. Originally from Green Bay in Wisconsin, Craig is a long time resident of Atlanta, where he resides with his wife and their two sons.
Craig loves going to the beach in St. Simon’s Island Georgia with his family, and spends some personal time on his Green Bay Packer football card collection. After purchasing one of the top collections in the country, Craig may have the most thorough collection of items of nearly every packer to play for Green Bay. The Gregozeski’s also employ two cats, Fuzzy (black) and Tiny (tiger) who fill their 2-5 non-sleeping hours a day with kicking the crap out of each other, eating, laying in the sun and some general home security which primarily consists of rodent (chipmunk and squirrel) maintenance (watching from inside the house). Craig also loves painting and he wishes he could find more time for that.
Squire Client Operations Team
Kim PowersClient Vision
Kim has worked in the Financial Industry since 1995. Since becoming an Administrative Assistant for Integrated Financial Group, Kim is committed to creating a smooth system to process new business as well as tracking and maintaining existing business. She is dedicated to doing her best to exceed the expectations of every client and advisor. Her main focus is exceptional client service. Areas of Expertise
- Client Service
- Liaison between clients, advisors and LPL Financial
Kim is originally from Ithaca, New York but now lives in Florida. Kim has one son Jake who is 12 years old. When not working you can usually catch her at the beach.
Lillie RamageClient Vision
I want to deliver superior client service and to give clients the same type of service that I would expect to receive. Mediocrity should never be the standard.Areas of Expertise
- Advisor Administrative Support
- Client Service
I live in Acworth with my husband Ron and a Yorkie mix named Laci. I enjoy cooking new recipes that I find on Pinterest and then testing them on family and friends. I’m very active in my church, and I thoroughly enjoy spending time with my children and grandchildren.
Along with the Squire Team, Squire operates with the assistance of a very dedicated, passionate, and highly skilled personnel from Integrated Financial Group. Each individual embodies the Squire philosophy and truly believes in the work we do. At Squire, we are a team, and everyone is valued for what they bring forth.
We work closely with many of the dedicated team staff of the Consortium of Independent Advisors at Integrated Financial Group. We benefit from being part of the Consortium of independent advisors at Independent Financial Group. Not only are we able to take advantage of the scale that the Consortium provides, our team and our clients get to tap into the knowledge base of independent advisors who are willing to share their ideas and best thoughts.
Ron Wrenn Compliance
Crystal Epstein Compliance
Don Patrick Managing Partner LPL Liaison
Karen Cooke Operational and HR Support
Laura Stone Technology and Office Support