Greg serves as a guide helping clients of all types plan for financial goals and make educated decisions for their future. He has over 20 years of experience in the financial services industry with an extensive background in the areas of asset protection, accumulation, distribution and estate planning. In August of 2014, he founded Gregory Financial Group to better serve his client’s needs as the financial landscape becomes more and more complex. His greatest satisfaction comes from helping clients understand their situation, focus on what is truly important to them and develop cohesive, sustainable strategies. His goal is to simplify the complex so his clients not only have a successful journey, but a comfortable one as well.
Greg’s credentials include FINRA Series 6,7,63, and 65 licenses as well as life and health insurance licenses. He has also earned the designation of Chartered Financial Consultant (ChFC).
Greg is an active member of Toastmasters International; has served as a volunteer for the Boy Scouts of America and supports area music, athletics, theater booster clubs.
Greg and his wife, Joyce live in Addison, IL and have two children: Ken, an on air host and play by play announcer for ESPN 106.3 in West Palm Beach, FL. and Amanda, a project business manager for Clark Construction of Bethesda, MD. They recently had the honor of welcoming their new daughter-in-law, Vivianne, to the family along with two extremely large grand dogs, Howard and Bamboo!
“At Gregory Financial Group, we believe in clients and relationships, not customers.”