About Farnam Financial

Greg graduated from Arizona State University with a bachelor’s degree in interdisciplinary studies, emphasizing Business and Economics. He is currently pursuing a master’s degree in Personal Financial Planning at Kansas State University, focusing on Advanced Financial Planning and Financial Therapy.  Greg brings extensive work experience in the wealth management industry.  In his most recent role as a Senior Wealth Advisor, he skillfully managed approximately $425 million for 180 high-net-worth families. With seventeen years of financial services experience, including twelve years as an advisor, Greg holds several professional designations, including Chartered Financial Analyst, Certified Financial Planner, Certified Private Wealth Advisor, and Certified Wealth Strategist.

When working with clients, Greg believes financial wellness plays a crucial role in enhancing overall wellbeing. He not only constructs portfolios tailored to their unique values and goals but helps improve financial empowerment through education, attentive listening and understanding, and thoughtful guidance.

Outside of work Greg enjoys playing golf, reading, and spending time with his supportive wife, Lacy, and their two wonderful children, Kennedy and Chase.