How We Serve
Turn the vision for your business into a strategy that works, and tactics to execute.
Launch and Grow your Business.
Optimize your business for the right exit for you, your family, your employees, and your customers.
Grow and Exit your Business.
Create a personal purpose plan for how you will build an engaged, fulfilling, impactful life.
Design a strategy for your family to build or maintain a legacy of impact for generations through planning.
Leave your Mark
My purpose is to help creative leaders figure out their purpose
My promise is to always challenge you to choose well
Greg is a serial founder and started his first business nearly 30 years ago.
In 2006, he found himself at the peak of his profession career as a Vice President for Goldman Sachs, the premier brand within the investment banking and wealth management industry. He was 37 years old.
Personally, he was miserable, and his marriage was on the rocks. In December of that year, he and his wife, Katherine, spent the weekend in a cabin in the mountains in North Georgia. They took a handful of books and a series of self-reflection exercises. That weekend, they each discovered their unique purpose in life.
Greg’s purpose is to help creative leaders figure out how to leave a mark.
Katherine’s purpose is to measure truth to promote wellness.
Within 30 days, Greg quit his job to launch a boutique wealth management firm, Daniel Advisors. During the next thirteen years, Greg and Katherine grew their practice from a handful of clients to a firm serving forty-five households and managing $110M of investment assets.
In January 2020, they sold Daniel Advisors and Greg formerly retired as a financial advisor after 25 years in the industry. Along with Katherine and their son, Jonathan, they launched their new venture as a wellness technology and life transformation company. Go Beyond’s mission to help other businesses grow by integrating purpose into their culture and process.
Greg received his undergraduate degree in Finance and MBA from Georgia State University. He and Katherine recently celebrated their 28th anniversary and have three purpose-centered adult children. Although he no longer practices, Greg has maintained his designation as a Certified Financial Planner ™ professional. He is also a Certified Exit Planning Advisor and Certified Purpose Mentor ™.
Grow your business
Built by Founders for Founders