It was the idea of helping people achieve their dreams that brought Greg Brockmeier to the financial services industry. Coming from a background in hospitality, Greg enjoys being able to provide a specialized service to each of his clients. Making memorable experiences for people has always been important to him and he now enjoys the ability to provide his services to clients on a personal level. Finding a solution that fits each clients’ unique situation is Greg’s top priority.
Greg works with clients across a broad spectrum of financial planning areas, specializing in: financial consulting, retirement planning, 401k options, education funding and planning and long-term care analysis. In addition, he works closely with clients to help develop, maintain, and monitor their investment plan strategies. No matter the stage of life a client is in, Greg believes a financially secure plan must reflect their personal or business situation, and so he will work to highlight investments that best align with their goals. With those goals in mind, he provides clients an experience in which business owners, professionals, and their families can have confidence in their decisions throughout all aspects of their lives.
Greg lives in Columbia with his wife, Kindra, and son, Aiden. He plays an active role in the community with involvement in Business Network International Tiger Connections, Columbia Evening Rotary, Columbia Chamber of Commerce, and Women’s Network. Outside of the office, Greg appreciates spending time outdoors specifically with hiking, shooting, fishing, and taking care of his chickens.
Raymond James is not affiliated with the above organizations and/or charitable causes.