Greg Stacy
Gregory is an Agency Partner with WestPoint Financial Group and brings more than 35 years of experience to the
financial-services industry. He genuinely cares about his client’s best interests. He prides himself in educating them to fulfill their financial goals, both personally and professionally by delivering honest guidance and overall experience throughout their planning process. His practice has always been, and continues to be, focused on working collaboratively with clients in the areas of investment advisory services, wealth management programs, insurance and retirement and estate planning.
Greg’s leadership experience and industry knowledge guides his team in developing innovative and customized solutions to assist individuals, families, and business owners. He strives to help them overcome the obstacles that prevent them from achieving their financial goals.
Greg attended Ohio State University where he studied Marketing and Finance. In his spare time, he enjoys watching his boys’ sporting events and playing golf. Greg resides in Maineville, Ohio with his wife, Stephanie, and their three sons, Adam, Gabe, and Christian.
CRN202410-1032309.