With over 30 years of experience in the financial services industry, Gregory Jackson began his career at Prudential Securities in 1991. After spending more than a decade in the banking sector, where he strove to guide clients in all aspects of financial planning and advising, Greg recognized the need for an independent approach. This transition allowed him to focus on serving his clients without the constraints of proprietary products or corporate influences.
In 2001, Greg earned his Chartered Mutual Fund Counselor (CMFC) designation from the College for Financial Planning in Denver. This esteemed credential requires adherence to a rigorous code of ethics and is renewed every two years, ensuring that he remains committed to the highest standards of professional integrity.
In 2007, he further enhanced his expertise by completing a Master’s of Science (MS) in Personal Financial Planning from the same institution. His studies encompassed a range of essential disciplines, including portfolio theory, estate and tax planning, retirement planning, and insurance.
Greg believes that financial planning is as much about relationships as it is about numbers, encapsulated in his guiding philosophy: “stewardship, not salesmanship.” Through newsletters, educational initiatives, and personal communication, he strives to cultivate strong connections with his clients, helping them stay focused on their financial goals and objectives.
A long-time resident of the metro Denver area since 1991, Greg and his wife, Theresa, have raised three wonderful daughters who now reside in the greater Denver metro area. Greg & Theresa live in Castle Rock.
In addition to his professional endeavors, Greg serves as an elder in the Denver Church of Christ, where his Christian faith provides a solid foundation for both his personal and business practices. He enjoys a variety of outdoor activities, including camping, hiking, fishing, and hunting.
If you seek not only an experienced financial planner but also a trusted partner in communicating your serious financial goals, consider making an appointment with Greg. Discover how his insights and expertise can guide you toward achieving financial confidence.