Greg is one of the founding partners of The Blunk Financial Group and has worked in the financial services industry since 1999. In 2003 he became a Registered Representative, and is currently a Registered Representative with Royal Alliance Associates, Inc. Today he has his office in Carmel, Indiana and specializes in working with young families, businesses, small business owners, and retirees.
Greg believes in developing lasting relationships based on trust and mutual respect. “It takes time to develop this type of relationship,” Greg says. “That’s why my general approach is to focus on the long-term. First, I meet with clients to help them determine their financial goals. I help them. I don’t do it for them or assume that I know what they need. Then we develop strategies using investments that fit with those goals and with the clients’ risk tolerance and time horizon. Then we implement the strategies that we have come up with together, investing consistently at comfortable levels. My process does not have a start and finish line. It’s dynamic. It’s a process that requires my clients and me to work together as things change over the course of their lives. I have yet to meet someone who has the same goals and needs that they had when we first met.”
Greg studied Business at Indiana University and received his Bachelor of Sciences in Marketing in 1997. Greg holds the Series 7 Securities Registration and an Indiana Life and Health Insurance License. He loves working with kids and is an active coach and volunteer for Hamilton Southeastern youth recreational sports programs. He serves as a member of the Board of Directors for The HSE Fishers Youth Baseball League and the Indiana Bulls Baseball Club. Greg is also a member of the Carmel, Fishers, and Indianapolis Chambers of Commerce.
A lifelong resident of Indiana Greg currently resides in Fishers, Indiana with his wife Beth, stepson Jacob, daughter Katherine, and dog Roxy.
Greg works with his father, Raymond T. Blunk, at The Blunk Financial Group in Carmel, Indiana