Greg Bronson

Experience

• 

  Congressional Institute, Inc

  Jul 1999 - Jan 2002

  Web Developer

  While I was in college in California and Maryland, I worked remotely from CA and onsite in Washington D.C. at the Congressional Institute. There I managed the design and content of their three websites. I recommended and implemented hardware and software purchases. I diagnosed and found solutions to computer and network problems.

• 

  Vinopolis

  Apr 2001 - Jun 2001

  Wine Guide

  I participated in an internship at Vinopolis while I lived in London. There I managed tasting tables with over 50 wines from all over the world. I answered patrons questions about wines served, wine regions, wine production. I tracked the inventory of the wines.

• 

  Fireman's Fund Insurance Company

  Jun 2002 - Feb 2004

  Adjuster

  I was hired out of college to participate in a year long crop insurance adjuster training program. I was layed off from Fireman's Fund when they decided to no longer sell crop insurance.

• 

  Great American Insurance Group

  Feb 2004 - Mar 2013

  I am the marketing representative in California for the Crop Insurance Division of Great American Ins. I work with our independent agencies in the state to produce profitable business for our company. I assist our agencies in growing their book of business, as well as developing relationships with new agencies to grow Great American's market share in California. "The postings on this site are my own and don't necessarily represent Great American's positions, strategies or opinions." I adjusted crop insurance claims throughout California. I handled claims on Prevented Planting, AGR, citrus, grapes, stonefruit and many other crops. I also worked with our claims manager to develop training material for the adjusters in Califoria, and I developed excel forms for the adjusters use.

  • Marketing Representative

    Aug 2007 - Mar 2013

  • Adjuster

    Feb 2004 - Aug 2007
• 

  Knights of Columbus

  Mar 2013 - Nov 2022

  Field Agent

  As a Field Agent with the Knights of Columbus, my mission is to ensure every member hasthe financial protection they deserve. I help brother Knights and their families prepare forthe future by prioritizing their financial goals and customizing insurance solutions to bestsuit their needs.

• 

  Knights of Columbus Asset Advisors

  Feb 2021 - Nov 2022

  Investment Advisor Representative

  I provide ongoing investment advisory services to retail investors pursuant to asset allocation “strategies” based on our asset allocation methodology.

• 

  MFA Wealth

  Dec 2022 - now

  Financial Advisor

  Delivering Concierge-Level Service to Help Meet your Financial GoalsWorking with his Investment and Planning Teams at Aquinas and MFA Wealth, Greg advises clients in the area of comprehensive financial planning, asset allocation, retirement planning, estate tax minimization techniques, and Catholic moral investing.

• 

  Aquinas Wealth Advisors

  Dec 2022 - now

  Financial Advisor

  Working with his Investment and Planning Teams at Aquinas and MFA Wealth, Greg advises clients in the area of comprehensive financial planning, asset allocation, retirement planning, estate tax minimization techniques, and Catholic moral investing.About Aquinas Wealth AdvisorsWE ARE ON A MISSION TO FULLY INFORM EVERY FAITH-BASED INVESTOR IN AMERICA BY REVEALING THEIR FAITH & FINANCE SCORE℠. The confidence and satisfaction of knowing that your wealth – the measurable product of your lifetime of hard work, prudence and restraint, and wise decisions – will be allocated in a manner that seeks to minimize exposure to investments that contradict with your deepest-held beliefs is a priceless benefit Aquinas Wealth Advisors℠ clients enjoy.Aquinas Wealth Advisors℠ is inspired by the legacy of Saint Thomas Aquinas, perhaps the greatest philosopher and theologian in history. A Saint and Doctor of the Church, Aquinas’ achievements laid the foundation for modern Western Civilization and its bulwark professional disciplines, including the first practitioners of what we would recognize as financial services in late Renaissance Europe. Aquinas’ vision, genius, and moral clarity are at the core of our firm’s identity and purpose.Together, we can help identify your goals, analyze your risk profile, assess your needs, establish a plan of action, and then help to implement that plan. We strive to be the preeminent financial services resource for Catholics.Please note that faith-based investing through Aquinas Wealth Advisors involves limited investing options and potentially a lower return on investment than could otherwise be achieved without the faith-based investment focus. Show less