Gregory M. Zibricky, CFP®, ChFC®, CLU®, CASL®
Greg has been in the financial services industry since 1984. As a financial advisor and the founder of Provider Group Wealth Advisors, he is recognized and regarded for his knowledge and experience in the fields of financial and special needs planning. Greg’s specialties include asset management, lifetime income strategies, life insurance solutions, and trust funding.
A Certified Financial Planner™ professional since 1990, Greg has refined a distinctive holistic approach while honoring a deep commitment to professional standards. He earned a bachelor’s degree in business administration from Lewis University and also holds the Chartered Financial Consultant®, Chartered Life Underwriter®, and Chartered Advisor for Senior Living® designations.
Greg has spoken at numerous national and regional conferences. He also has been featured in several publications including The Wall Street Journal, Investment News, Money Magazine, Chicago magazine, and Exceptional Parent magazine. Greg is also the author of F.A.M.I.L.Y. Autism Guide: Your Financial Blueprint for Autism.
Greg and his wife, Dawn, reside in New Lenox with their two sons, Aaron and Ben. In his free time, Greg enjoys music, golf, and travel. He is deeply committed to his community, serving as president of the Lincoln-Way Special Recreation Foundation.
David Duncan, MBA, AIF®
Wealth Management Associate
Utilizing a collaborative team approach, David learns a client’s goals and aspirations, then incorporates them into the appropriate classification. Taking advantage of leading-edge technology to analyze a client’s life stages puts them in the best position for financial success.
David has more than 20 years of experience in both the healthcare and financial services fields. David holds a bachelor’s degree in finance from University of North Texas and a master’s degree in business administration from Loyola University Chicago.
David is active with several industry organizations. He also works with many community-based organizations serving on boards and advisory councils.
David enjoys playing golf, traveling, and spending time with his family.
Executive Assistant and Client Services
Kathy performs a vital role supporting Greg and David to ensure that all client details are handled efficiently and effectively. Her operational skills are a great asset to the Provider Group team. Kathy assists clients to make sure all the necessary documents are in place to create new accounts and support existing policies.
Kathy is a long-time resident in the Lincoln-Way community. Her interests include travel, spending time with her family, and keeping active in her community church.