Greg Petrie
Greg began his career in financial services in 1996, helping families with their insurance needs, and quickly learned of the importance of helping his clients make “fact-based decisions” about their finances. He is steadfast in his belief in the only way to provide his clients the advice they require to make such decisions is by creating a formal financial plan for them that takes all of their financial data, goals, and dreams into consideration. He has built his financial planning practice working with people of all ages and walks of life.
Greg spend most of his youth growing up in the San Francisco Bay Area, then moved with his family to the Brainerd Lakes Area in Minnesota, where he was deeply rooted in the community. After finishing his college education, he moved to the Twin Cities, where he is happy to raise his family, is involved in the community through several volunteer positions, and is an active member in his local church. When Greg is not working or spending his much-valued time with his family, he can be found on his motorcycle, flying an airplane, and enjoying Minnesota’s great outdoors.
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