Greg Mortenson

Senior Vice President, Retirement Plan Consulting

Greg Mortenson

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About

Greg is a Senior Vice President of the Retirement + Wealth division he has over thirty years of experience in working with closely held companies and business owners.

He specializes in managing retirement plans for companies with a primary focus on creating optimal retirement benefits for each and every participant in the plan. Greg helps clients navigate fiduciary responsibility through proprietary industry-leading qualitative and quantitative investment analysis.

Additionally, Greg focuses managing retirement plans with a priority on discussions with the owners, the executives, and their families, about integrating their money with their values and goals around family, meaningful work, and giving back.

Prior to entering the financial services industry in 1992, Greg worked in public accounting and attained his C.P.A. designation in 1991.

Investment advice offered through OneDigital Investment Advisors LLC (“ODIA”). 
Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. and ODIA are independent and unaffiliated entities.
Check the background of this investment professional on FINRA’s BrokerCheck.
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