Our Story

Our story began in 2014 when Greg Stidom Financial Advisors was formed. A veteran of the financial services industry Greg specialized in retirement planning. With a holistic approach, his practice centered on creating a retirement future for his clients. Focusing on the future of his practice, his daughter Ann Bone joined in 2017. Working alongside Greg, she learned his practice, clientele, and his approach to investment advising. In the spring of 2020 Greg stepped into retirement and Ann took the lead role as head advisor, thus reforming as Stidom Financial Advisors.