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Greg McLaughlinCEPA®

Greg McLaughlin
CEPA®

Partner, Business Development

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Education

BBA, Finance, University of Iowa Tippie College of Business

Bio

Greg completed his finance degree at the University of Iowa and after competing for five years as a member of the Hawkeye football team he began laying the foundation of what has now become an ensemble practice formerly known as Business & Financial Strategies. He prides himself on building the concept of an ensemble firm; a team of advisors working together to create holistic financial plans based on the individual needs, wants and wishes of each client. Over the years, Greg has built businesses outside of wealth management, giving him additional insight and experience when working with business owners to create unique strategies for the betterment of their retirement. He is a visionary for the firm and continues to lead company growth through acquisitions while continuing to serve the personalized needs of individual and families of BFS.

Joined Firm

2001