Greg Benner Email & Phone Number
Managing Partner and Co-Founder @ Vertex Planning Partners, LLC
5 free lookup(s).
Greg Benner Location
- Downers Grove, IL, US
Greg Benner Work
- 2016 - now Managing Partner and Co-Founder @
- 2011 - now Independent Financial Advisor @
- 2011 - 2016 Financial Advisor at Redwood Financial Network @
- 2005 - 2011 Senior Financial Advisor at Chase Investment Services @ Chase Investment Services, Corp.
- 2001 - 2003 Financial Advisor at Northwestern Mutual @
Greg Benner Education
- University of Cincinnati Carl H. Lindner College of Business 2023 - 2025
- University of Chicago 2015 - 2016
- Northwestern University 2006 - 2007
- Miami University 1998 - 2001
Greg Benner Skills
- Estate Planning
- Financial Advisory
- Financial Planners
- Personal Tax Planning
- Retirement Planning
- CLU
- Estate Preservation
- Investments
- Asset Managment
- Wealth Management
- Life Insurance
- ChFC
- Strategic Financial Planning
- Wealth Accumulation
- Large Scale Budget and Financial Planning
- Asset Management
- Certified Financial Planner
- Disability Insurance
- Holistic Financial Planning
- Retirement
- Series 7
- Investment Management
Greg Benner Summary
- Greg Benner, based in Downers Grove, IL, US, is currently a Managing Partner and Co-Founder at Vertex Planning Partners, LLC. Greg Benner brings experience from previous roles at Vertex Planning Partners, LLC, Redwood Financial Network, Corp., Chase Investment Services, Corp. and Northwestern Mutual. Greg Benner holds a 2023 - 2025 University of Cincinnati Carl H. Lindner College of Business. With a robust skill set that includes Estate Planning, Financial Advisory, Financial Planners, Personal Tax Planning, Retirement Planning and more. Greg Benner has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Vertex Planning Partners, LLC Employees
Greg Benner
Managing Partner and Co-Founder
Downers Grove, IL, US
Scott Sandee
Managing Partner
Chicago, IL, US
Megan Micek
LPL Registered Client Service Associate
Naperville, IL, US
Steven Franzen
Managing Partner
Downers Grove, IL, US
Megan Rouse
Customer Service Associate
Glen Ellyn, IL, US
Tammy Billadeau
Director Of Financial Planning
Downers Grove, IL, US
David J.
Senior Staff Accountant
Chicago, IL, US
Peter M. Babilla
Senior Wealth Consultant
Downers Grove, IL, US
Igor Yukhvidin
Wealth Strategist
United States
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