Greg Petersen

Greg Petersen is a Financial Planner at Dynasty Retirement & Financial Services LLC, a financial services firm specializing in retirement planning, estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.

As an Investment Advisor Representative Greg is uniquely qualified to address the diverse needs of high net-worth individuals. He provides recommendations for asset allocation, funding for education, retirement and long-term care insurance. He works closely with business owners, executive teams and their advisors to help them realize their financial goals

Greg's team is dedicated to providing their clients with the best technology resources that can help them in creating a sound financial picture.

Education

• University of Illinois at Urbana - Champaign, B.S. in Economics and Minor in Information

Professional Licenses

• Series 7
• Series 66
• Life & Health Insurance

Personal Data
Greg is an avid fan of any and all Chicago sports teams. In his free time, he enjoys spending time outdoors, fishing and playing golf.