Greg McCall

About Greg

I grew up in Frisco, Texas, just north of Dallas, and since 2020, Idaho has become home for my family. My wife, Hayley, is a nurse at Saint Alphonsus in Nampa, and in 2024 we welcomed our son, Colton. Together with our golden retriever, Shiner, we love camping in the mountains, exploring the outdoors, and spending time with family and friends. We attend Compass Bible Church in Meridian, Idaho. Before becoming a financial planner, I lived out a lifelong dream on the baseball field. I played at UT-Arlington before being drafted by the Milwaukee Brewers in 2014, spending three years in professional baseball. When I retired from the game in 2016, I knew I wanted to take the discipline, teamwork, and focus I had learned and apply it to helping people in a meaningful way. I began my career as an advisor with a large broker-dealer, where I had the privilege of learning from a great company and talented mentors. While I valued that experience, I also saw firsthand how much of the industry is focused on selling products rather than truly serving clients. That realization inspired me to build something different. I wanted to create a place where families receive real advice and thoughtful guidance without feeling like they’re being sold to. A place where I serve as a fiduciary, always putting clients first. A place that feels more like family than a business relationship. My mission is simple: to help clients cut through the noise, design smart strategies, and live with confidence knowing they have a trusted partner on their side.

Areas of focus

Credentials & background

The firm

Meet Greg