Greg Stapleton

Greg Stapleton brings a unique combination of technical skill and adventurous spirit to his role. A graduate of BYU–Idaho with a degree in Finance, Greg holds his Series 65 license as an investment advisor representative. He thrives on solving complex problems and particularly enjoyed advanced financial modeling during his studies—one of his favorite classes. His thoughtful approach to advising stems from both his academic background and his genuine desire to help clients feel confident about their financial future.

Outside of the office, Greg is known for his wide range of hobbies—so many, in fact, that he jokes he never has time for them all. Whether hiking, backpacking, mountaineering, or casually off-roading with his wife, Greg is always on the lookout for the next hidden gem in nature. He’s also the kind of person who dives headfirst into a freezing alpine lake just for the experience and enjoys kayaking on the river during hot summer days. His creativity extends to the kitchen as well, where his signature tomato basil soup (a favorite among the Epic team!) showcases his talent for cooking and baking.

Greg’s passions also include repairing watches, playing volleyball—where he met his wife—and indulging in all things Lego, a playful side you'll spot right in his office. A lifelong basketball enthusiast, Greg played for Kamiakin High School and against colleges on a traveling team. These days, he still plays multiple times a week and remains a die-hard fan of the Oklahoma City Thunder. Whether he’s building a financial strategy, summiting a new peak, or whipping up a delicious recipe, Greg brings curiosity, precision, and heart to everything he does.