MEET OUR TEAM

Gregory Snoor, CFP^®

Gregory Snoor is a seasoned financial planer, CERTIFIED FINANCIAL PLANNER^®(CFP^®) with an impressive 18-year track record in the financial industry. With unwavering dedication, he has been providing guidance and clarity to his clients, helping them navigate the intricate world of finance with confidence.

Greg's passion for his profession extends far beyond the numbers. He thrives on building meaningful relationships with his clients, understanding their unique financial goals, and crafting tailored strategies to achieve them. His personalized approach sets him apart, making his clients not just beneficiaries of financial wisdom but also partners in their financial journey.

Outside the world of finance, Greg is a devoted father and husband. He finds joy and fulfillment in the company of his three children, guiding them toward their own life's aspirations. Additionally, Greg serves his community through his involvement with the Meck South Rotary Club.

With a heart that values both professional excellence and personal connections, Greg Snoor embodies the qualities of a dedicated CFP^® who enriches the lives of those he serves, both in and outside the realm of finance.

Community Involvement

About the CFP^® Designation

Philip Jupp, FSCP^®

Co-Owner and Advisor

Philip has a long and colorful history in business, having owned and operated in Europe, the Caribbean, and the United States. Now he dedicates his time primarily to working with business owners, utilizing his business background and financial training to help improve outcomes.

Approaching life with a sense of fun and humor, Phil loves to establish deep, long-lasting relationships with clients. Getting together to discuss the financial plan or sharing personal stories, the human interaction is what he really enjoys.

Born in South Africa and having lived in England, the Dominican Republic, and the United States, Phil has a broad perspective on the world. Having success in sports, the music industry, and the entertainment industry, he has a wide range of interests and loves being active. Now he is living that life again vicariously through his 7-year-old son!

When not in a shirt and tie, you might find him coaching kids' sports, hiking, camping, kite surfing, or planning his next crazy adventure for him, his wife, and son.

Email: phil@mainviewwealth.com
Phone: 980-298-9482

Her focus has always been on ensuring each client’s application process runs smoothly and their service needs are met with care and efficiency.

Lisa Rosso

Service Specialist

With over 33 years of experience at New York Life, Lisa brings a strong commitment to client service and operational excellence. She began her career as a Service Representative, later serving 18 years as Director of Operations for the Charlotte branch. Her focus has always been on ensuring each client’s application process runs smoothly and their service needs are met with care and efficiency.

Outside of work, Lisa enjoys beekeeping, raising chickens, and spending quality time with her family. When she's not in the office, you can often find her in the kitchen perfecting a loaf of homemade sourdough bread.

Email: lisa@mainviewwealth.com
Phone: 704-804-6939

Maria Frias

Director of Marketing and Communications

Maria is originally from the Dominican Republic, where she received her education at the Universidad del Caribe. She worked in different fields, but always focused on serving clients and creative avenues such as online marketing and social media management.

Dedicated to the cause, she works diligently to achieve the goal at hand. Happily working behind the scenes, she helps Main View Wealth run efficiently and makes sure that clients’ needs are addressed “rapidamente”.

When Maria isn’t at the controls, she can be found spending quality time with her family, traveling, hiking, or dancing. Her dream destination is Japan.

Email: maria@mainviewwealth.com
Phone: 803-371-3256