Owner
Gregory E. Lively, Cpa, Ma
AeroLeads people directory · profile
Gregory Lively Email & Phone Number
Owner
at
Gregory E. Lively, CPA, MA
1 work email found
@joinwoodbury.com
3 phones found area 972 and 888
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Gregory E. Lively, CPA, MA
Role
Owner
Location
Horseshoe Bay, Texas, United States
Who is Gregory Lively? Overview
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Quick answer
Gregory Lively is listed as Owner at Gregory E. Lively, CPA, MA, based in Horseshoe Bay, Texas, United States. AeroLeads shows a work email signal at joinwoodbury.com, phone signal with area code 972, 888, and a matched LinkedIn profile for Gregory Lively.
Gregory Lively previously worked as Investment Advisor Representative at Woodbury Financial Services and Tax Senior at Kpmg. Gregory Lively holds Bachelor Of Business Administration from The University Of Texas At Austin.
Company email context
Email format at Gregory E. Lively, CPA, MA
This section adds company-level context without repeating Gregory Lively's masked contact details.
{first}.{last}@joinwoodbury.com
86% confidence
AeroLeads found 1 current-domain work email signal for Gregory Lively. Compare company email patterns before reaching out.
Profile bio
About Gregory Lively
Gregory Lively is a Owner at Gregory E. Lively, CPA, MA. He possess expertise in investments, tax, retirement planning, financial planning, strategic planning and 23 more skills. Colleagues describe him as "I have observed Greg's consistent CPA and business advisory acumen while consulting for him with various of his clients. He is professional, bright, articulate and very personable. He is a consummate pro who quickly grasps new concepts and sees strategies where others may only see numbers. Greg is a very sharp guy and a valuable business advisor."
Listed skills include Investments, Tax, Retirement Planning, Financial Planning, and 24 others.
Current workplace
Gregory Lively's current company
Company context helps verify the profile and gives searchers a useful next step.
Gregory E. Lively, Cpa, Ma
4 roles · 32 years
Gregory Lively work experience
A career timeline built from the work history available for this profile.
Investment Advisor Representative
Current
Woodbury Financial Services
Assist clients with investments as well as tax and financial planning.
1995 - Present
~31 yrs 7 mos
Owner
Current
Gregory E. Lively, Cpa, Ma
Tax and Financial Planning
Jan 1988 - Present
Jan 1985 - Dec 1987
2 education records
Gregory Lively education
Bachelor Of Business Administration
Master Of Accountancy
FAQ
Frequently asked questions about Gregory Lively
Quick answers generated from the profile data available on this page.
What company does Gregory Lively work for?
Gregory Lively works for Gregory E. Lively, CPA, MA.
What is Gregory Lively's role at Gregory E. Lively, CPA, MA?
Gregory Lively is listed as Owner at Gregory E. Lively, CPA, MA.
What is Gregory Lively's email address?
AeroLeads has found 1 work email signal at @joinwoodbury.com for Gregory Lively at Gregory E. Lively, CPA, MA.
What is Gregory Lively's phone number?
AeroLeads has found 3 phone signal(s) with area code 972, 888 for Gregory Lively at Gregory E. Lively, CPA, MA.
Where is Gregory Lively based?
Gregory Lively is based in Horseshoe Bay, Texas, United States while working with Gregory E. Lively, CPA, MA.
What companies has Gregory Lively worked for?
Gregory Lively has worked for Gregory E. Lively, Cpa, Ma, Woodbury Financial Services, and Kpmg.
How can I contact Gregory Lively?
You can use AeroLeads to view verified contact signals for Gregory Lively at Gregory E. Lively, CPA, MA, including work email, phone, and LinkedIn data when available.
What schools did Gregory Lively attend?
Gregory Lively holds Bachelor Of Business Administration from The University Of Texas At Austin.
What skills is Gregory Lively known for?
Gregory Lively is listed with skills including Investments, Tax, Retirement Planning, Financial Planning, Strategic Planning, Management, 401K, and Finance.
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