Gregory P. Benner, CPWA®, CFP®, ChFC®, CLU®, AIF® has over seventeen years of experience as a financial advisor. Greg’s practice is based on developing holistic financial plans that help his clients integrate sophisticated retirement, tax, risk management and estate planning strategies into an actionable plan, then stay the course as their behavioral coach.
Prior to founding Vertex Planning Partners, LLC, Greg spent four years as a founding partner of a Registered Investment Advisory firm affiliated with LPL Financial. He also spent seven years with JPMorgan Chase as a Senior Financial Advisor and was a Financial Representative with Northwestern Mutual Life.
Greg holds the Certified Private Wealth Advisor® designation and is a CERTIFIED FINANCIAL PLANNER™ Certificant. He also holds the Chartered Financial Consultant and Chartered Life Underwriter designations and is an Accredited Investment Fiduciary™ designee. He earned a B.S. in Finance from Miami University.
He and his wife Lindsey reside in Naperville, IL with their daughter.