Greg Stokke, CFA®, CFP®Principal
Gregory R. Stokke (Greg) leads teams of professionals serving client families and has been advising clients since the inception of the firm. He works with clients and their advisors to coordinate and implement comprehensive strategies related to investment, tax and estate planning. As Chair of the Investment Committee, Greg directs the firm’s investment strategy and process. He is also a member of the firm’s Risk Management and Advisory Review Committees.
Prior to joining the firm, Greg worked as a tax associate at Arthur Andersen LLP and 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 and member of the CFA Society of St. Louis. Greg also holds the CFP® designation.
Outside of work, Greg enjoys spending quality time with his wife and two children, traveling and playing tennis. Greg currently serves on the finance committee for his local church.