Greg Sloan, CFP®, CEPA

Chief Financial Officer

Area of Expertise

Finance, Legal, HR

years of EXPERIENCE

28

PURPOSE PROFILE 

Conductor-Planner

Greg is constantly refining his vision as his relationships develop — both he regards as one of his primary values. He loves to connect and meet new people and approaches decision-making with energy and enthusiasm. Known for beong detail-oriented, organized, and reliable. He approachs situations in a logical way and quickly develops a methodology to support a way forward while carefully considering others valuable input.

“Success is the ability to go from failure to failure without losing your enthusiasm.” — Winston Churchill

Greg is a serial entrepreneur with a passion to help entrepreneurs launch, grow, and exit their companies. He started his first business leasing cell phones in the early 90s. After receiving his finance degree from Georgia State University, he joined Prudential as a financial advisor working with small to mid-sized business owners. As he aspired to focus on a more client-centric service model, Greg joined a national RIA firm, providing executive financial counseling services to Fortune 500 senior leaders.

In 2007, he designed FUELplan™, a proprietary strategic and business financial planning model, to launch his own wealth management firm.  This allowed him to serve both entrepreneurs and executives. After nine years, he designed EXITplan™  to prepare for his own exit.

In 2020, after presenting his company for sale, he attracted 77 interested parties, talked to seven finalists, and received full price offers from two companies, before selecting the right buyer. He closed within 100 days.

He has both an undergraduate degree in finance and MBA from the Georgia State University. He and his wife, Katherine, recently celebrated 30 years of marriage and are the proud parents of three purpose-centered adult children and their spouses.

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