Greg Benner Location
Downers Grove, IL, US
Greg Benner Work
- 2016 - now Managing Partner and Co-Founder @ Vertex Planning Partners, LLC
- 2011 - now Independent Financial Advisor @ Vertex Planning Partners, LLC
- 2011 - 2016 Financial Advisor at Redwood Financial Network @ Redwood Financial Network
- 2005 - 2011 Senior Financial Advisor at Chase Investment Services @ Chase Investment Services, Corp.
- 2001 - 2003 Financial Advisor at Northwestern Mutual @ Northwestern Mutual
Greg Benner Education
- University of Cincinnati Carl H. Lindner College of Business2023 - 2025
- University of Chicago2015 - 2016
- Northwestern University2006 - 2007
- Miami University1998 - 2001
Greg Benner Skills
- Estate Planning
- Financial Advisory
- Financial Planners
- Personal Tax Planning
- Retirement Planning
- CLU
- Estate Preservation
- Investments
- Asset Managment
- Wealth 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
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Steven Franzen
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Michael Bellis
Managing Partner at Vertex Planning Partners, LLC
Naperville, IL, US35+ -
Tammy Billadeau
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Peter M. Babilla
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Downers Grove, IL, US1 -
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Megan Rouse
Customer Service Associate at Vertex Planning Partners, LLC
Glen Ellyn, IL, US14
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