Meet the professionals who can help you Pursue Your Goals


We help individuals and families work toward achieving their ideal retirements.

Meet Todd

Gregory Financial's mission is to help individuals and families achieve their ideal retirements.

todd-gregory

Todd Gregory, CIS Wealth Advisor

Born and raised in the Midwest, Todd has always had a very practical appreciation for money. He understands the hard work and sacrifice families put into their savings and approaches their retirement planning with a singular mission: to help them keep more of what they’ve built.

Unlike large financial companies that focus their efforts on investing your money simply to build wealth, Todd goes beyond portfolio diversification to help protect and grow your life savings by adding the use of tax-efficient income strategies. It’s this difference in philosophies that helps Todd’s clients keep more of their hard-earned money in their hands, to fuel a more confident, more satisfying retirement.

Todd is a graduate of the University of Nebraska, a requested industry speaker and has been in the financial services industry since 1995. Todd became an investment adviser representative in 2006.