Gregory Williams

CFP^®

Wealth Advisor, Managing Director

Greg Williams originally entered the industry with a large online brokerage firm, and he quickly realized that he needed to know more about a client than their balance sheet to truly have a positive impact. Greg enjoys working with business owners and corporate executives to help align their resources with their goals and values. No two clients are the same; and understanding each client individually allows Greg to create a plan to help them achieve the goals what they hope to accomplish.

Greg received his bachelor’s degree in finance from the University of Nebraska-Lincoln and is a CERTIFIED FINANCIAL PLANNER^® professional. During his free time, Greg enjoys spending time with his wife, Danielle, traveling, cooking, cheering on his favorite sports teams, and exploring Chicago’s different neighborhoods by bike (weather permitting). Greg also volunteers his time with the Nourishing Hope Food Pantry to support those in need in the Chicago community.