Greg McElheny, AIF is a Managing Partner and an LPL Investment Advisor Representative with Blue Sky Wealth Management.
Greg started his career in Financial Services in 2000 and has built a reputation in the industry as a skilled Retirement Distribution Planner. Greg focuses his practice on helping successful people transition into retirement. He works hand in hand with other professionals (CPA's, attorneys) to develop strategies to protect, preserve and distribute wealth throughout retirement and pass it on to the next generation in a tax efficient manner.
Other areas of focus include portfolio management, complex risk management strategies and comprehensive financial planning.
Greg earned his undergraduate degree in theology with a focus on business from Palm Beach Atlantic University. He holds the Accredited Investment Fiduciary designation and holds Series 7, 9, 10, 66 and 24 securities licenses held with LPL Financial. Additionally he holds Life, Accident and Health licenses.