Greene Wealth Management, LLC

Matthew Lowe is a CFP®, CFA®, and Series 66 credentialed advisor with 11 years of industry experience. He has been with Greene Wealth Management, LLC since 2014. The firm provides financial planning, consulting, and investment management services to individuals, trusts, qualified retirement plans, charitable organizations, and other business entities. Greene Wealth Management combines independent managers, mutual funds, ETFs, individual securities, and options to create diversified portfolios tailored to clients' goals, using a process that includes forward-looking research, Monte Carlo stress-testing, and tax-sensitive strategies.

Christopher Downing is a CFP® professional with 18 years of experience in financial advising. He has been with Greene Wealth Management, LLC since 2007. Greene Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm emphasizes tailored portfolios using diversified strategies, forward-looking research, and tax-sensitive approaches, managing over $1.18 billion in assets with a focus on detailed planning and ongoing client communication.

Daniel Gill is a financial advisor at Greene Wealth Management, LLC in Seattle, WA, with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group for six years. His background includes roles at Isagenix, Gonzaga University, and Smead Capital Management. Greene Wealth Management serves individuals, trusts, retirement plans, charitable organizations, and business entities, tailoring portfolios to client goals using a mix of independent managers, mutual funds, ETFs, individual securities, and options. The firm emphasizes diversification, tax-sensitive strategies, and ongoing monitoring, managing over $1.18 billion in assets with a relatively small advisory team.

Jason Radabaugh is a CFP® professional with 20 years of industry experience, currently serving at Greene Wealth Management, LLC since 2005. He holds Series 65 and Series 66 licenses and works from Seattle, WA. Greene Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, qualified retirement plans, charitable organizations, and other business entities. The firm manages client portfolios tailored to specific goals and risk profiles, emphasizing diversification, tax-sensitive strategies, and ongoing monitoring.