Gregory Vidmar

As a CERTIFIED FINANCIAL PLANNER® professional, Gregory brings more than 10 years of industry experience, helping clients pursue their financial goals through comprehensive tax, financial, and investment planning. Throughout his career, Gregory has focused on educating clients about financial markets, answering their questions, and providing attentive, personalized guidance as their needs evolve. He is committed to helping clients better understand their financial options and make informed decisions with confidence. Gregory earned his Bachelor of Science in Business Administration with a focus in Marketing from the University of Wisconsin–La Crosse in 2015. Outside of work, Gregory enjoys following Wisconsin sports, traveling, and competing in outdoor activities. Born and raised on Lake Winnebago, he has always valued time on the water. He now lives in Muskego, Wisconsin, near Little Muskego Lake, where he continues to enjoy the lake lifestyle.