Greg Sloan

Greg is a seasoned financial executive and serial entrepreneur who serves as Chief Financial Officer for the firm. He brings decades of experience building, operating, and advising businesses, with a deep understanding of the financial, strategic, and operational needs of both advisory firms and the clients they serve.

In 2007, Greg founded and scaled his own wealth management firm, gaining firsthand experience with firm economics, revenue modeling, profitability management, and enterprise-level decision-making. He now applies that experience as CFO for Loftin Wealth Partners, partnering with firm leadership on financial forecasting, budgeting, capital allocation, and long-term strategic growth initiatives.

For clients, Greg’s background allows him to translate CFO-level thinking into practical guidance—helping business owners and executives make informed decisions around cash flow, investment strategy, compensation planning, and long-term financial structure. His ability to bridge firm-level financial leadership with client-facing strategy enhances both internal operations and client outcomes.

Greg and his wife, Katherine, recently celebrated 31 years of marriage and are the proud parents of three purpose-driven adult children and their spouses.