格雷格·赫尔曼, CFP®

格雷戈里·米. (Greg) 赫尔曼 serves as Managing Partner of LBMC 投资顾问公司, LLC.

He assists clients by managing, 保存, and building wealth through innovative, tax efficient investment portfolios.

Greg has spent more than 25 years in the financial services industry.  After graduating with a Bachelor of Engineering from Auburn University, he worked for three years before returning to Vanderbilt University to get his MBA from Owen Graduate School of Management.

Initially hired by a regional bank to start a new Trust Department in 纳什维尔, Greg joined LBMC 投资顾问公司 in 1999 to spearhead the firm’s entrance into providing coordinated tax and investment advice to clients.

认证

• Certified Financial Planner (CFP^®)

经验

Greg prides himself on being able to take complex issues and make them easy to understand.  Once understood, he helps clients make decisions and move forward. LBMC 投资顾问公司, LLC is approximately a $1.9 billion Registered Investment 咨询 Firm located in 纳什维尔, Tennessee.

Community Involvement

Greg is active in and continues to support many professional and civic organizations, including:

• OUR KIDS Clinic – Board Member and 金融 Committee
• Battle Ground Academy – Trustee

LBMC 投资顾问公司, LLC is approximately a $1.9 billion Registered Investment 咨询 Firm located in 纳什维尔, Tennessee. 多年来, LBMC 投资顾问公司 was named among the Top 1,200 Advisors by Barron’s in 2024; received the CPA 财富 Provider’s Financial Planning Award in 2021; and earned the Investment News Financial Advice Best Practice Award by 会计 Today in 2016.