About Us

MEET THE PROFESSIONALs WHO CAN HELP YOU

Pursue Your Goals


At Gregory Financial, we believe the foundation of a successful financial journey starts with a trusted partnership. Our team of dedicated professionals combines years of experience, deep industry knowledge, and a passion for helping you achieve your financial and insurance goals. From creating personalized strategies to delivering attentive service, we guide you every step of the way.

Man smiling in a blue jacket, sitting in front of a bookshelf.

Todd Gregory, CIS

WEALTH ADVISOR


Born and raised in the Midwest, Todd has always had a practical appreciation for money. He understands the hard work and sacrifice families put into their savings and approaches their retirement planning with a singular mission: to help them keep more of what they’ve built.


Todd is a graduate of the University of Nebraska, a requested industry speaker and has been in the financial services industry since 1995.

Man smiling in a blue jacket, sitting in front of a bookshelf.

Toni Jackson

EXECUTIVE ASSISTANT


Toni Jackson joined the Gregory Financial team in 2026. She serves as the Executive Assistant to Todd Gregory, managing day-to-day operations and working with clients. Toni loves being able to help individuals and families support their financial and insurance goals. In her free time, she enjoys spending time outdoors, exploring the beautiful trails of the Ozark Greenways.