Gregory Reed




As a native Mid-Missourian, it only made sense that when I decided to start my own business as an independent financial advisor I would choose to do so here in Columbia, Missouri.

I grew up in Jefferson City, graduating from Helias High School in 1984. I came here to the University of Missouri in the Fall of 1984 on a baseball scholarship and after pitching for the Tigers in the Spring of 1985, decided to transfer to Southwest Missouri State, now Missouri State University. As a sophomore, I was captain of the first team in school history to make it into the NCAA Division I Tournament. After graduating with a degree in History and a minor in Political Science, I moved to Columbia to pursue my Masters Degree and have been living here ever since.

In 1997, I began my career in the financial services field, and have been serving the investing needs of my clients ever since. In the 14 years that I have been in this industry, the world has experienced tumultuous change. The bursting of the technology bubble in early 2000; the horrible tragedy of 9/11 and it's economic aftermath; the financial crisis of 2008 are just a few examples.

Throughout all of these "panics", the story my clients heard when they came to me for advice was always the same. "Don't panic", "Stay focused on the long term", and most importantly, "Add money to your investments during times of crisis". I have helped clients with various strategies through up and down markets to keep them aligned with their goals. It is that consistency of message and dogged determination to guide my clients from the worst impulses that their emotions tempt them with that I am most proud of being able to deliver over the years. 

Outside of the office, my life revolves around my family. My wife Barbara and I have been married for 22 years. We have a beautiful daughter, Addison, who just started her junior year of college.



Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.