Simplified Financial Advice.

Meet Greg


Greg Villagomez is passionate about taking on new challenges, building trusting relationships with clients and supporting them in all areas of their needs, making him a great fit as our Associate Wealth Advisor. His attention to detail, strong organizational skills and ability to meet deadlines help him to excel in his role.

He has numerous years of experience in client relations and account administration and also has his Series 7 and 66 registrations, Life, Accident & Health Insurance License for Missouri, and a Financial Paraplanner Qualified Professional™ designation.

In his free time, Greg enjoys spending time with his wife Reanna and their three sons Greyson, Ronan and Graham. Greg lives for all things outdoors, including hunting, fishing, hiking, running, and working in the yard.


Favorite food:

Honey Chicken & Rice (the wife’s recipe!)

Best piece of financial advice received:

“Always save for a rainy day, because nothing lasts forever and nothing stays the same."

Favorite quote:

“The goal isn’t more money. The goal is to live life on your own terms.” -Chris Brogan

Favorite movie:

Forrest Gump

Favorite holiday:

4th of July

Something on your bucket list:

Visit every continent

Place you’d most like to visit:

Machu Picchu, Peru

My biggest accomplishment:

In addition to my family, earning the rank of Sergeant while being a Paratrooper in the 173rd.

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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.