John McGreevy, CFP®

John works with clients on their wealth planning and investment strategies. John has spent time in investment banking and corporate finance, focusing on mergers and acquisitions and capital raising for public and private companies. He provides valuable insight on financial valuation analysis and has a passion for helping people.

When John is not working, he can be found spending time with his wife and daughters, reading, exercising or cheering on his beloved Jayhawks. John is a volunteer at Junior Achievement of Greater Kansas City (former Board member), an organization dedicated to providing programs to promote financial literacy, inspire entrepreneurship, and prepare students (K-12) for success in the workplace.


University of Kansas - Bachelor of Science, Finance


Series 65
Life and Health Insurance