Gregory R. Stokke (Greg) leads teams of professionals serving client families and has been advising clients since the inception of the firm. With more than 25 years of financial planning experience, he enjoys working with clients and their advisors to coordinate and implement comprehensive strategies related to investment, tax, and estate planning. He values the relationships that he has developed with client families and colleagues over the past two decades.

Prior to joining the firm, Greg worked as a tax associate at Arthur Andersen LLP and as an equity analyst at State Farm Insurance Companies. He earned a Bachelor of Science degree in Finance from the University of Illinois, graduating in the top 3% of his class as a Bronze Tablet Scholar. He is a CFA^® Charterholder, member of the CFA Society of St. Louis, and holds the CFP^® designation.

Greg and his wife have two children and he loves supporting them in all their activities on the field and on the stage. He enjoys traveling with his family, especially as they explore new places and fun restaurants. He loves watching and playing sports, is a big fan of the Cubs and Illini teams, and actively serves his community as a board member of his local church.