Our Principles

William G.(Greg) Dorriety

Growing up in a home of successful entrepreneurs instilled Greg Dorriety with the ability to assess complex problems, quickly develop practical solutions and communicate ideas in simple language. His skills were further honed at AuburnUniversity, where Greg learned to combine the possibilities of empirical observation with the pragmatic discipline.

Greg continues to eagerly apply the same discipline excellence that marked his earlier career. With the designation of CERTIFIED FINANCIAL PLANNERTM and securities registrations of Series 7 & 66, Greg has developed a deep level of expertise as well as relationships with some of the top financial minds in the country. True to his engineering heritage, Greg uses these extensive resources to bring simplicity to the complexities of a constantly changing financial environment. More importantly, Greg assists his clients with their complex financial decisions that affect their lifestyles now and in the future.

 

 

 

 

Gwen C. Dorriety, Vice President  -- Gwen Dorriety is Vice President of Optimum Asset Management, Inc.  She has over thirty years experience in the delivery of financial services and quality customer service.  Gwen's field of expertise includes marketing, product design, qualified retirement plan implementation and operations management.  A graduate of the Banking School of the South, University of South Alabama, Gwen was also educated at Auburn University and Southern Trust School at Birmingham Southern College. 

 


Greg’s talent for making smart financial choices extended beyond the scope of his Fortune 500 duties. Over the past, 20 years, we believe, Greg has established himself as a professional investor focusing on assets that included real estate and publicly traded securities. Greg’s knowledge of wealth building, extensive business experience and passion for applying engineering principles drew inquiries from friends, business owners and retiring executives.  Today, he serves as an investment advisor representative with Investment Advisors Asset Management LLC, an SEC Registered Investment Advisory Firm and President of Optimum Asset Management, Inc.