Greg Bakke

Greg Bakke is the CEO of Expand Financial (EXPAND), where he leads the firm’s retirement plan advisory practice and guides advisors and plan sponsors through the complexities of today’s regulatory environment. Based in Littleton, Colorado, Greg brings more than 30 years of combined experience in financial services and technology, making him one of the more uniquely positioned retirement specialists in the industry.

Greg’s practice focuses on both Defined Contribution and Defined Benefit plan advisory services, with deep expertise in plan design, fiduciary governance, and technology-driven solutions for advisors and plan sponsors. EXPAND offers a turn-key platform that includes 3(38) and 3(21) fiduciary services, plan consulting, and operational technology tools designed to help offices simplify workflows and navigate compliance demands with confidence. Greg’s dual background in finance and information systems gives him a rare ability to bridge the gap between complex regulatory requirements and practical, scalable implementation.

Greg co-founded EXPAND in 2008 after a distinguished career in financial technology leadership. Prior to launching the firm, he served as Chief Information Officer at Trust Company of America, where he oversaw product design, development, and operations while working directly with clients and prospects to support business growth. Before that, he spent eight years as Chief Technology Officer at Fiserv (Fortune 500), managing large-scale technology infrastructure and playing a key role in acquisitions and the migration of client solutions to the emerging internet. He also held senior technology leadership roles at First Trust Corporation.

Greg holds a Bachelor of Science in Accounting and Finance from the University of Colorado Boulder’s Leeds School of Business, where he was a member of the varsity golf team, and a Master of Science in Computer Information Systems from the University of Denver. He holds the Series 66 license, a Colorado State Life, Accident and Health Insurance license, and the Qualified Plan Financial Consultant (QPFC) designation.

Outside of work, Greg is an avid runner who finds no better way to explore a new city than lacing up and heading out the door. Whether navigating a back street in a foreign country or thinking through a client challenge, he approaches every situation with curiosity and a forward-looking mindset. Inspired by a favorite quote, “What would you do today if you could?” he believes many of the limits we face are self-imposed, and he brings that same sense of possibility to his work with advisors and plan sponsors every day.