Sally Gries, Founder & Investment Advisor Representative, CFP®

Sally Gries is the Founder of GFP Private Wealth and remains an Investment Advisor Representative. Her work focuses on generational planning, estate planning, and charitable gifting strategies, areas in which she brings deep experience and thoughtful perspective shaped by decades in the profession.

Sally founded GFP Private Wealth with a vision centered on disciplined planning, long-term relationships, and fiduciary care. Over the course of her career, she has helped shape the firm’s planning philosophy and client-first culture while continuing to provide guidance to families navigating complex financial decisions across generations. She began her career on the sell side as a stockbroker before transitioning into investment banking and venture capital analysis, experiences that inform her practical and creative approach to planning. Sally considers building a strong, collaborative firm grounded in respect and kindness to be her most significant professional accomplishment. Her ability to provide historical context and steady perspective continues to support the firm’s leadership and long-term direction.

Sally is deeply engaged in philanthropic and community initiatives and has long been an advocate for charitable involvement and giving strategies. Outside of her professional work, she enjoys horseback riding, hiking, traveling, reading, and gardening. She values spending time with her family, including her three adult stepsiblings and seven grandchildren.

Education & Credentials

Certified Financial Planner™ (CFP®)

Bachelor of Arts (BA), Northwestern University