Greg Powell

Greg Powell serves as President and CEO of Fi Plan Partners, LLC, a position held since February 2005, where Greg developed the Your Financial House® process and Innovation Mavericks®. In addition to hosting the Investors’ Insights and Market Updates Podcast, Greg provides expertise in business consulting, wealth management, and entrepreneurial leadership. As the founder of fiSMART, LLC, Greg utilizes a strong educational background, including a Certified Investment Management Analyst designation from the Investment and Wealth Institute, and degrees in Business and Finance from Samford University. Their extensive experience covers various aspects of business owner strategies and financial planning, particularly for family-owned and small businesses.