Greg works tirelessly to be a proactive partner for his clients, providing excellent tax planning and compliance strategies. He loves to get to know and learn about his clients’ businesses and financial picture, and is always looking for ways to provide better service. Greg is proud of the quality of his work, and the care and timeliness he provides to each client.
Greg primarily serves high net worth individuals, family offices, and closely held businesses. He enjoys working for clients with complex tax situations stemming from multiple related entities. He also has extensive experience and clients in international taxation.
Prior to joining Sweeney Conrad in 2022, Greg was a co-owner of Roer & Company with his wife Dorothy, where they provided exceptional accounting services to clients. He has also served as the past Director of the Pacific Northwest Region at the Golden Gate University Graduate School of Taxation from 2004 until 2022. Greg and Dorothy recently won the Distinguished Adjunct Award together from Golden Gate University for 2023.
Professional & Business Affiliations
American Institute of Certified Public Accountants
Washington Society of Certified Public Accountants
Education
Bachelor’s of Accounting, University of Washington
Masters of Taxation, Golden Gate University
Professional Certifications
Certified Public Accountant
Community Activities
Trustee of the Samis Foundation
Director of Pacific Northwest Region at Golden Gate University School of Taxation - Adjunct
Greg is passionate about fostering the next generation of accountants in their education and careers. He loves to keep up with and engage with other educators and students. When he’s not teaching or working, Greg is an avid reader of 20th Century history, and a Seattle sports teams fan. He also enjoys spending time with his wife, children, and grandchildren.
