Greg Mortenson

Senior Vice President, OneDigital Retirement + Wealth

28 years of experience

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, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). OneDigital and OneDigital Investment Advisors are separate entities from Triad Advisors, LLC. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Latest News & Updates from Greg Mortenson and Team

About Overland Park, KS (Retirement + Wealth) Team

With advisor teams around the country, we offer a comprehensive solution focused on tailoring retirement plans, wealth management conversations and financial wellness programs to meet the needs of your organization and employees.

Investment advice is offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Please note the other companies referenced on this website are separate entities from OneDigital Investment Advisors and are not authorized to provide, and do not provide, investment advisory or securities brokerage services.

 

4860 College Blvd, Overland Park, KS, USA | (913)338-5300 | Get Directions | View Team Details