Broker Check
Gregory A. Koehler  CFP®, QPFC

Gregory A. Koehler  CFP®, QPFC

Wealth Management

Gregory Koehler co-leads the Wealth Management division for SageView Advisory Group - Midwest Region. Gregory’s focus includes Financial Advising and Investment Management.

Prior to joining SageView, Gregory was a Financial Advisor for Raymond James Financial Services in Columbus.

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 8 successful years with Raymond James, he and his wife, Tara, moved to Kansas City.