Greg Bakke is a co-founder, CTO and the Managing Partner of Expand Financial, LLC. Prior to co-founding Expand Financial, Greg spent more than 12 years in senior management positions as Chief Technology and Chief Information Officers at First Trust Corporation, FiServ and Trust Company of America (TCA). Greg's background includes over 20 years of experience in finance and technology.

Greg is a financial adviser who focuses his practice in the pension plan arena - including both Defined Contribution and Defined Benefit plan advisory services. After having spent a number of years building and managing "back office" technology infrastructures to support the financial advisory and administration businesses of his employers, Greg struck out on his own in 2009.

Greg received his Bachelor of Science degree with a focus in Business Administration (finance/accounting) from the University of Colorado at Boulder, as well as a Masters of Science degree in Computer Information Systems from the University of Denver. Greg is FINRA 66 licensed, holds a Colorado State Life, Accident and Health Insurance license, and also maintains a certificate as a Global Fiduciary Strategist (GFS).

Greg lives in Denver and has two children. He enjoys spending time with his family, sports, and running.