Gregory Stoumbelis in

Gregory Stoumbelis

Caretaker · DISC type Si
Managing Partner at Stoumbelis, Catalano & Associates
📍 Greater Chicago Area, United States

Greg Stoumbelis is the Managing Partner at Stoumbelis, Catalano & Associates, leveraging over 28 years of experience in financial services. Specializing in qualified retirement plans, he assists companies and their employees with financial goals. He holds a Wharton Certificate in Retirement Planning and a BS from Elmhurst University.

Residing in Naperville, IL, with his wife Eleni, Greg is an active community and church member. He is a certified 3rd Degree Blackbelt in TaeKwonDo, which sparked a passion for mixed martial arts (MMA). He also enjoys watching basketball, football, and hockey.

His firm uses the analogy of safely descending Mount Everest to describe their approach to retirement planning, emphasizing the journey after accumulation.

Read the full overview →
Experience
41 Years
Current Role
Managing Partner
Job Level
Junior
Location
Greater Chicago Area, United States
Personality Overview

How Gregory shows up

Risk-Averse
Nice But Slow
Collaborative

They are more likely to go for proven solutions. Win-win scenarios can appeal strongly to them. Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.

Priorities

Topics Gregory cares about

Retirement Planning
His entire career since 1993 has focused on helping companies and individuals with qualified retirement plans and distribution strategies.
Life Insurance
Frequently posts on social media about the importance of life insurance as a tool for creating a legacy and ensuring financial security.
+5 more topics Login to view topics
Career

Work history

6-2016
Managing Partner
Stoumbelis, Catalano & Associates
4-2010
Investment Advisor Representative
THG Financial Strategies
4-2010 - 7-2017
Retirement Planning Specialist
Penn Mutual
10-2006 - 8-2012
Retirement Planning Specialist
The Pinnacle Planning Group, LLC
8-1993 - 4-2010
Retirement Planning Specialist / Vice President - Central Region / District Manager / Associate
AXA US
In the press

Media appearances

Gregory Stoumbelis - Stoumbelis, Catalano & Associates - Forbes. Featured in Forbes
See now
Greg Stoumbelis – Team Member, THG Financial Strategies. Featured in THG Financial Strategies
+1 more appearances Login to view media
Education
1991 - 1994
BS
Elmhurst University
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Gregory. Free, 10 seconds.