Gregory J. Stokes, CFP®, JD

Principal

Ever since Greg was a child, he always wanted to work alongside his dad in the family business, helping clients on their path to financial confidence.

As a partner of the firm, his childhood aspirations have become a reality, and, as an added bonus, he gets to collaborate with his brother/friend Doug on a daily basis.


Greg graduated from the University of San Diego School of Law with honors. While attending USD Law, Greg worked on a full-time basis for two publicly-traded technology companies. He is a licensed Attorney. * Greg also graduated from TCU’s MJ Neeley School of Business with a BBA in Finance.

Greg has three children under the age of 9, so he spends much of his time outside of work with his children, and his wife and college sweetheart Samantha, who he adores. He is an avid Saints and TCU football fan. He loves traveling (especially to California) and everything New Orleans has to offer.

*In his role at Stokes Family Office, Greg does not provide legal advice to clientele.