Greg Lambert

Greg is a Vice President and Senior Financial Advisor for WTB Investment Services, serving clients throughout the United States and the Pacific Northwest since 1997. Greg has built a reputation predicated on trust, and from 2004 to the present, has faithfully served his clients. Drawing on his education and experience, he shares targeted strategies that consider both the client's desired outcomes and their comfort level.

Greg's professionalism and ownership in his client’s financial future has been a cornerstone of his practice. A key to his client’s financial planning success comes from a collaborative approach that includes partnering with other professional members of a client’s team. The hallmarks of WTB Investment Services have always been founded in Tradition, Honesty and Integrity.