Greg Schepens, CFP® is the founder and President of Right Track Financial Planning, an independent wealth management firm built on a simple philosophy: every client deserves a financial plan that keeps them on the right track toward the life they envision.
With more than 25 years of experience in the financial services industry, Greg has guided individuals, families, business owners, professionals, and retirees through every stage of their financial journey. He began his career at PaineWebber before moving to Wells Fargo Advisors and later spending 15 years with Comerica Securities/Comerica Financial Advisors. While those experiences shaped his career, they also reinforced his desire to create a firm where client relationships—not corporate limitations—drive every recommendation.
That vision led Greg to establish Right Track Financial Planning. As an independent advisor and CERTIFIED FINANCIAL PLANNER® professional, he is able to offer a broader range of investment solutions, deliver highly personalized service, and develop comprehensive financial strategies tailored to each client’s goals, values, and future aspirations.
Greg believes financial planning is about much more than growing wealth. It’s about helping clients make informed decisions, navigate life’s transitions with confidence, and answer one important question: Are you on the right track? Whether someone is just beginning to build wealth, preparing for retirement, or already enjoying retirement, Greg’s mission is to provide trusted guidance every step of the way.
A 1993 graduate of Southwestern University in Georgetown, Texas, Greg earned a Bachelor of Arts in American Studies with a minor in Economics. Leadership and mentorship have always been important parts of his life. A former club volleyball player, he helped establish the club volleyball program at Southwestern University and continues to give back to the sport by coaching with Austin Performance Volleyball Club and serving as a volunteer assistant coach at Schreiner University in Kerrville, Texas.
Outside the office, Greg enjoys spending time with his wife, Teri, and their three dogs. Together they enjoy traveling, snow skiing, attending live music, and making the most of every adventure.
At Right Track Financial Planning, Greg’s goal is simple: to provide the guidance, planning, and partnership that help every client stay confidently on the right track.