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 →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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