GREG WILLIAMS

MY FINANCIAL SERVICES CAREER BEGAN IN 2010

I originally entered the industry with a large online brokerage firm, and quickly realized that I needed to know more about a client than their balance sheet to truly have a positive impact. I enjoy 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 us to create a plan to help them maximize what they want to accomplish.

MY PRIVATE VISTA

I live in Chicago with my wife, Danielle. We welcomed our first child together in 2023. During my free time, I enjoy traveling, cooking, cheering on my favorite sports teams, and exploring around Chicago’s different neighborhoods by bike (when weather permits). I also volunteer my time with the Nourishing Hope Food Pantry to support those in need in the Chicago community.

COMMUNITY

• Volunteer, Nourishing Hope Food Pantry

EDUCATION

• Bachelor’s Degree in Finance, University of Nebraska-Lincoln