Greg Tellex, AIF®

Greg Tellex, AIF®

Financial Advisor | Rochester Location

gtellex@crossbridgefinancial.com

Professional

Greg joined Crossbridge Financial Group in 2025 after 12 years at Paychex, Inc. where he was an Internal Wholesaler and a trainer for retirement plans. This experience has given Greg a great opportunity to learn about investments from within retirement plans, as well as retirement plan design. He currently holds his FINRA Series 6, 7 and 63 securities registrations. Greg also received his BS in Business from Mercyhurst University, and his MS in Business Education from Nazareth College.

Personal

Greg lives in Macedon with his wife, Erin, and their children: Matthew and Jane. He is an avid sports fan, and enjoys golfing whenever possible. He also enjoys family vacations along the Finger Lakes, Connecticut, and his favorite Anna Maria Island in Florida. He also has a rather large soft spot in his heart for his two pit bull-akita mix dogs at home.