Greg Lester

1 Peter 4:10 (NIV) - “Each of you should use whatever gift you have received to serve others, as faithful stewards of God’s grace in its various forms.”

Since entering the industry in 2008, I have made it my mission to serve others through “Stewardship with Integrity”.  I have a heart of a mentor and walk each client I am blessed to work with through a comprehensive 10 step approach to their financial plan. I have learned through the years the difference between clients having a stronger handle on their financial future, and those who do not - is not a “math” issue, but about “behavior” and having a written plan.

In addition to working with individual investors I also provide supportive consult for business owners, HR teams and organizations on retirement plans (401k, 403b, SEP IRA, SIMPLE IRA’s, etc.). I consult, guide and educate on best practices for plan design, costs, investment selections, new ERISA rules / guidelines, and share best practices for employees participating in your plan. 

I have a Bachelor’s degree in Business Management, as well as a Master’s degree in Business Administration. In addition, I have also earned the respected CRPC® (Chartered Retirement Planning Counselor) designation, conferred by College for Financial Planning.  LPL Financial holds my Series 7 license and my Series 66 license and I also earned my life / health insurance license.  I am registered to conduct advisory securities services in all 50 states, brokerage securities services in ID, OR, WA, CA, AZ, CO, TX, NM, NY, PA, FL, GA, NC, IN, and I am registered to conduct insurance business in ID, OR, WA, AZ, NY, GA and CA.

After living in Oregon for 23 years, in late 2021 my wife and I had an opportunity to move to North Idaho. The challenging times of “2020 – to present” created an opportunity for client meetings to evolve and include more consult sessions through video calls and secure methods to sign documents electronically. Through additional ways to meet, sign documents and handle business it has allowed us to create a more efficient process saving clients time, energy and even helping to reduce fuel costs, and emissions, from dealing with traffic to meet in person.

Since 2001 I have been married to my amazing wife, Erin.  As newer residents to the Inland Pacific Northwest we are able to explore the beautiful mountains, lakes, restaurants, and surrounding towns. We have been blessed to find a wonderful church we are active in here in Post Falls, ID.

As my practice has grown over the years through amazing support by the community, I have always had a passion to give back to it.  I have had the opportunity to be involved in local chambers, including serving on public policy committees focused on local businesses.  I have also helped support a number of charities in the area. I am a longtime member of the Elks Lodge, American Legion, and I am proud to be a 3rd generation Navy Veteran.  As a strong supporter of our active-duty military, and veterans, I am always honored to help others who are serving, or have served, our nation.