As a wealth advisor and part of an advisory team, Brian Gregorek provides comprehensive wealth management solutions for clients working toward achieving their financial goals. He takes the time to get to know what’s important to his clients and works with them to form a comprehensive, customized financial plan, one that includes portfolio management, tax strategies, wealth transfer considerations, retirement analysis and education planning.
Brian came to Buckingham Strategic Wealth in 2012 after serving as a financial advisor for Edward Jones. Prior to his time there, he worked for Lord, Abbett & Co. in multiple roles focused on providing education, training and business development support for IRAs and 401(k)s.
A Pennsylvania native, Brian graduated from Lafayette College with a bachelor’s degree in economics and business. He is currently working toward achieving his Certified Financial Planner certification.
Away from Buckingham, he enjoys spending time with family and friends, working outdoors, running, and is an avid sports fan. He and his wife, Jana, live in O’Fallon, Illinois, with their daughter, Caroline.