Since 1993, Greg Stoumbelis has worked tirelessly to address the priorities and goals of his corporate and individual clients.
He began his practice by helping companies establish and service qualified retirement plans. He frequently works with the owners, executives and employees of those companies to design and execute strategies to meet their personal long-term financial objectives.
In April of 2016, Greg, his friend and former mentor, Joe Macaione, and their friend and longtime colleague, Jerry Catalano, formed Stoumbelis, Macaione, Catalano and Associates LLC. (SMC&A) as a producer group within The Heartland Group. It was the goal of SMC&A to leverage Greg and Joe's combined 50 plus years of financial services experience with Jerry's 46 plus years of CPA experience to provide a unique, comprehensive and value added experience to their clients that simply started with listening to the financial needs and concerns of others.
In 2019, Senior Partner Joe Macaione opted to become a consultant for the group as he entered semi retirement. At that time SMC&A became SC&A.
Greg Stoumbelis resides in Naperville, IL with his wife, Eleni and their two dogs. They have two adult sons - Evan and Nicholas. Greg is an active member of his Church. He is a certified 3rd Degree Blackbelt in Taekwondo, which led to his love for the sport of mixed martial arts (MMA). In addition to MMA, Greg enjoys watching basketball, football and hockey.
Professional Certifications:
Wharton Certificate in Retirement Planning**
FINRA Registration: Series 6, 7, 63, 65 and Series 24
Education:
B.S., Elmhurst College, 1994
Community Activities:
St. Athanasios Greek Orthodox Church
** Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.
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