After a successful career as a chemical engineer with Honeywell and Measurex Corporations, Greg co-founded Optimum Asset Management in 2004. He fulfilled his vision by creating an organization dedicated to providing unparalleled professional service while assisting clients with their financial goals of wealth accumulation, preservation and distribution. Greg draws on his varied experiences as an engineering professional, investment and financial advisor with a MS degree in Personal Financial Planning, a communicator, community leader and business entrepreneur to connect his clients’ financial goals with customized strategies that will lead toward success.
For Greg, his education & knowledge in this ever-changing industry is always top of mind. He graduated with a BS degree in chemical engineering from Auburn University. In addition to his MS degree in Personal Financial Planning, he holds the CERTIFIED FINANCIAL PLANNER™ designation. He is currently enrolled in the Masters of Security Analysis & Portfolio Management at Creighton University and is a Level 3 candidate status for 2015 in the Chartered Financial Analyst Program. He is a member of the Society of Financial Service Professionals and Chartered Financial Analysis Institute. He was selected to serve as a Certified Financial Planner Board Ambassador in recognition of his financial accomplishments. His articles have been featured in The New York Times and USA Today.
Greg is a registered representative with Royal Alliance Associates, Inc. as well as an investment advisor representative with Investment Advisors Asset Management, a Registered Investment Advisory Firm.
Greg’s dedication extends outside the office. He is a board member of the Thomas Hospital Charitable Foundation and serves on the Community Foundation of South Alabama Investment Committee. He is a member of the Point Clear Rotary Club where he was honored as a Paul Harris Fellow. He is active in the Gulf Coast Financial Planners Association and the Mobile Area Sigma Chi Association.
Greg and his wife, Donna, are the parents of a son, Will Dorriety, an Ensign in the US Navy Submarine Service and a daughter, the late Elizabeth Dorriety. He grew up in Atmore, Alabama, and is proud to call the Eastern Shore his home.
Gwen is Vice President of Optimum Asset Management, Inc. She has over 30 years of 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.
Gwen was educated at Auburn University. She is a graduate of the Banking School of the South at the University of South Alabama.
Donna is the Director of Insurance at Optimum Asset Management, Inc. She specializes in providing clients with insurance products specifically tailored to each client’s unique needs.
Donna’s licenses and expertise in insurance encompasses: life insurance, long-term care insurance, property and casualty insurance, and annuities.
Donna’s previous successful career was in sales management for a major real estate development firm in Houston, Texas. She then founded three local real estate management companies that acquire, hold and rehabilitate properties. Donna achieved her Bachelors and Masters Degrees from The University of Alabama in Consumer Economics.
Blair is the Director of Technology & Office Operations for Optimum Asset Management, Inc. She is licensed to assist clients with their life and long-term care insurance needs.
Jennifer Blair Ellenburg earned the Claritas® Investment Certificate by the CFA Institute. She is currently a candidate for the CFP Certificate through the College for Financial Planning. She will complete her certification by Spring 2016.
Blair received her Bachelor’s and Master’s Degrees in Education from The University of Mississippi. She is licensed to teach in the states of Alabama and Mississippi. Blair is a National Board Certified Teacher.