Greg Pettys is a Vice President with BOS Wealth and Planning 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®).
Greg has co-authored a published book with Ron Deal and Attorney David Edwards on financial planning, “The Smart Stepfamily Guide to Financial Planning” He is frequently called upon to speak at training and educational seminars for clients and financial advisors.
Through BOS Wealth and Planning's collaborative planning approach, along with your legal and tax advisors, Greg 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.