Greg Sloan is a serial founder and started his first business nearly 30 years ago.
In 2006, he found himself at the peak of his professional career as a Vice President of Goldman Sachs, the premier brand within the investment banking and wealth management industry. He was 37 years old.
Personally, he was miserable, and his marriage was on the rocks. In December of 2006, he and his wife, Katherine, spent the weekend in a cabin in the mountains in North Georgia. They took a handful of books and a series of self-reflection exercises. That weekend, they each discovered their unique purpose in life and their family's Purpose of Wealth.
Greg’s purpose is to help creative leaders figure out how to leave a mark.
Greg’s promise is to always challenge you to choose well.
Within 30 days, Greg quit his job to launch a boutique wealth management firm, Daniel Advisors. During the next thirteen years, Greg and Katherine grew their practice to a firm serving forty-five households and managing $110M of assets.
In January 2020, they sold Daniel Advisors and Greg formerly retired as a 'financial advisor' after 25 years. Along with their software engineer son, Jonathan, Greg and Katherine launched Prosper Solutions, Inc. to create scalable, science-based tools and content that can be easily distributed worldwide to enable people to live better lives. Live Wealthfully is one of their core solutions.
Greg received a BA in Finance and MBA from Georgia State University. He and Katherine will soon celebrate their 30th anniversary and have three purpose-centered adult children. Although he no longer practices, Greg has maintained his designation as a Certified Financial Planner™. He is also a Certified Exit Planning Advisor and Certified Purpose Mentor™.
