Gregory Koehler is a Managing Director for Strategic Retirement Partner’s Kansas City office. Gregory’s focus includes Financial Advising and Investment Management. With over 20 years of experience in the financial industry, he brings deep expertise and insight to his role.

Before joining Strategic Retirement Partners, Gregory served as a Retirement Plan Consultant and Wealth Advisor at SaveView, and as a Financial Advisor with Raymond James Financial Services, where he developed his expertise in guiding clients through comprehensive retirement planning and investment strategies.

Gregory was born in Dayton, Ohio, and graduated from Miami University of Ohio. At Miami, Greg earned a Bachelor of Arts degree in Zoology. After college, he moved to San Francisco where he began working in the financial industry. He worked for two regional Investment Banks; Volpe Brown & Whelan and Chase H&Q. He finished his career in San Francisco with New England Financial before moving back to Ohio. After eight successful years with Raymond James, he and his wife, Tara, moved to Kansas City.