Greg Pettys is a Vice President with Bank of Springfield and has over 36 years of experience in the financial services industry. As a Certified Financial Planner, he has worked with thousands of successful business owners, high net worth individuals, banks and their legal and tax planning teams to implement business transition strategies, complex wealth transfer and estate planning techniques, executive benefits, charitable trusts, premium financed life insurance and bank owned life insurance. He attended Georgetown College and has the professional designations of Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®).
BookAuthority’s Josh Elledge recently identified the book Greg co-authored with Ron Dealand Attorney David Edwards on financial planning, “The Smart Stepfamily Guide to Financial Planning” as the #1 Best Estate Planning Book of All Time1. He is frequently called upon to speak at training and educational seminars for clients, financial advisors, attorneys, and tax advisors.
Through Greg’s collaborative planning approach, along with your legal and tax advisors, he can help you to pursue both personal financial goals and to expand the capabilities of your business. Greg resides in Springfield, Illinois, with Johnita, his wife of over 30 years, and is the proud father of six children and a grandson. He also is an ordained minister with a focus on helping those less fortunate from local prison work to mission trips into India.