Gregory Dobson
Greg is a Chartered Professional Accountant and lives by the motto “In Your Best Interest”. As an experienced tax expert, Greg is motivated by the desire to improve clients’ retirement incomes.
Gregory Dobson (BA, CMA, CPA, EPC, CEA) is a Retirement Income Specialist at Retirement Navigator™. For the past 20+ years, Gregory has been delivering great value to clients as a Certified Financial Planner, helping clients plan for both their short-term needs and long-term goals.
Greg is a Chartered Professional Accountant and lives by the motto “In Your Best Interest”. As an experienced tax expert, Greg is motivated by the desire to improve clients’ retirement income.
Greg helps you make your plan better, which results in better money choices.
OUR TEAM
Michael Deen
An innovator and true problem solver when not managing technical operations for Retirement Navigator™ and Better Money Choices™, Michael works with clients whose planning needs require non-conventional solutions due to their complexity.
Jim Lyons
Jim’s passion for helping retirees is equalled only by his passion for family and sailing. Working with Jim in designing your retirement will decrease anxiety and produce retirement fulfillment for life.
