Our Story
Gregg and Paul met in early 2023 and quickly discovered they shared a vision for a different approach to financial planning. What began as an exchange of ideas evolved into collaborative work and culminated in the creation of Viable a year later.
With nearly 60 years of combined experience in financial services, Gregg and Paul have had a front row seat on the evolution of advice in the industry. More conventional advisors have been narrowly focused on churning client portfolios for commissions or gathering assets on which to charge fees. Recognizing these approaches fell short of optimizing client outcomes, they set out to chart a different path.
Together, they’ve developed a proprietary process designed to systematically guide the client along a journey toward achieving their goals. The client is empowered along the way with a clear understanding of the decisions they are taking and how they will positively impact them. The result is a process that delivers with clients experiencing relief and satisfaction in knowing they’re on the right track.
With nearly 60 years of combined experience in financial services, Gregg and Paul have had a front row seat on the evolution of advice in the industry. More conventional advisors have been narrowly focused on churning client portfolios for commissions or gathering assets on which to charge fees. Recognizing these approaches fell short of optimizing client outcomes, they set out to chart a different path.
Together, they’ve developed a proprietary process designed to systematically guide the client along a journey toward achieving their goals. The client is empowered along the way with a clear understanding of the decisions they are taking and how they will positively impact them. The result is a process that delivers with clients experiencing relief and satisfaction in knowing they’re on the right track.
Mary Focht
Mary works with our clients to develop their financial plans. She loves helping clients take their complicated financial lives and turn them into actionable strategies. Mary previously worked at Goldman Sachs’ Ayco as a Financial Planner, Quality Control and Training Officer, before taking time off to care for her family.
Mary graduated from the University of Delaware Honors Program in Finance and earned an MBA at the University at Albany.
Mary graduated from the University of Delaware Honors Program in Finance and earned an MBA at the University at Albany.
Mary lives in the Philadelphia suburbs with her husband, two children, and their dog. In her her free time, she enjoys cooking, hiking, reading, and teaching at her church.
Gregg Gottlieb
Gregg has been in the financial services industry since 1989. Gregg loves sharing his knowledge and experience by educating clients on creating sound strategies for wealth development, growth, preservation, and transfer to subsequent generations. Gregg believes education is vital when it comes to guiding clients to taking control of their financial lives rather than their financial lives controlling them.
Gregg graduated from Muhlenberg College and completed the Financial Planning Program at Fairleigh Dickinson University, earning the CFP® designation.
Gregg graduated from Muhlenberg College and completed the Financial Planning Program at Fairleigh Dickinson University, earning the CFP® designation.
In his free time, Gregg enjoys golf, live music, following New York sports teams, and spending time with his wife, their 6 children, and his dog Charlie.
Jacquelyn Neph
Jacque has 21 years of experience in the insurance industry and helps our clients identify needs and goals related to life insurance. She walks them through every step of the underwriting process in simple terms, so they know exactly what to expect, including necessary documentation and timelines. Jacque loves cultivating long-term relationships with our clients, ensuring they feel supported and informed throughout their financial journey.
Jacque graduated from the University of Wisconsin-Green Bay with a Bachelor of Business Administration, specializing in both International Marketing and Globalization.
Jacque graduated from the University of Wisconsin-Green Bay with a Bachelor of Business Administration, specializing in both International Marketing and Globalization.
Jacque lives in Green Bay, Wisconsin with her husband, five children and four dogs. She is an avid Packer fan and loves to see the Bears and the Vikings get crushed by the Green and Gold.
Donna Pryer
Donna supports our team and clients in an administrative capacity, opening accounts, moving funds, and answering account-related questions. Donna prides herself on keeping the lines of communication open, making clients feel reassured their needs are being met. Prior to Viable, Donna worked for more than 30 years in the healthcare industry as a practice manager, where she oversaw more than 30 employees, including physicians and NPs, and made it her goal to ensure patients received optimal care.
Donna has a Bachelor of Science in Healthcare Administration and obtained many other certifications over the span of her 30 year career.
Donna has a Bachelor of Science in Healthcare Administration and obtained many other certifications over the span of her 30 year career.
Donna lives in Morris County, New Jersey. She has four adult children and enjoys writing, reading, pickleball, running and spending quality time with family and friends.
Paul Savini
Paul started one part of the practice which would become Viable in 2018, helping friends, former colleagues and his large extended family with their financial plans. For 18 years prior, Paul worked in the institutional fixed income markets for firms like UBS and Goldman Sachs in New York, London, Singapore and Hong Kong.
Paul graduated from the Wharton School at the University of Pennsylvania in 2001 with a Bachelor of Science in Economics with a concentration in Finance. He obtained the CFP® certification in 2019.
Paul graduated from the Wharton School at the University of Pennsylvania in 2001 with a Bachelor of Science in Economics with a concentration in Finance. He obtained the CFP® certification in 2019.
Paul lives in the Philadelphia suburbs with his wife and four active kids. He enjoys skiing, surfing, golf, listening to music and reading a good book on the beach.
Jack Schwartz
Jack collaborates closely with clients to identify their needs, manage action items, and provide support across all firm operations. He previously worked at Omnicom Media Group on the sports media investment team, focusing on media buying and client strategy.
Jack earned a Bachelor of Arts in Sports Management from the David B. Falk College of Sport and Human Dynamics at Syracuse University.
Jack earned a Bachelor of Arts in Sports Management from the David B. Falk College of Sport and Human Dynamics at Syracuse University.
Living in New York City, Jack enjoys golf, skiing, following New York sports teams, and exploring new food.
Our clients say it best
Alec & Matt Weissman,
Precision Graphics, Inc.
"Our family has had the pleasure of working with Viable since its inception, and we can't recommend them highly enough. From the beginning, they demonstrated a deep understanding of our needs. The team is incredibly responsive and has always gone the extra mile with us. Gregg has always been someone we could count on and has been a wealth of knowledge and assistance. Viable is always the first recommendation for financial planning we give people because they have consistently delivered excellent service and results."
Carl (& Mary) Bodkins,
retired Captain, Delta Airlines
“The closer that my wife and I got to retirement, we realized we were in need of someone to assist us restructure our investment portfolio and recommend appropriate Medicare coverage. Paul has done a fantastic job with our portfolio and connected us to an amazing Medicare specialist for our health care coverage. We are very satisfied with the personalized attention and results of working with the team at Viable.”
Mark & Jenny Bello
Pizza School NYC
“The team at Viable are like no other financial advisors we’ve ever worked with. Professional yet personable, and where our past experiences have felt overwhelmingly transactional, with Viable we see a true and consistent commitment to our continued success. From the start, we’ve experienced a genuine interest in understanding us and our unique business. Our finances have steadily grown through Pauls savvy and holistic approach to achieving our professional goals in sync with our personal sensibilities. Looking forward to a long relationship with Viable to keep achieving our current goals while simultaneously dialing in our long term plan.”
This testimonial was given by a current client of Viable who was not compensated for providing such testimonial. There are no additional conflicts of interest to disclose between the client and Viable.