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 →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.
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.
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