Greg Herman, CFP®

Gregory M. (Greg) Herman serves as Managing Partner of LBMC Investment Advisors, LLC.

He assists clients by managing, preserving, 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 Nashville, Greg joined LBMC Investment Advisors in 1999 to spearhead the firm’s entrance into providing coordinated tax and investment advice to clients.

Certifications

• Certified Financial Planner (CFP^®)

Experience

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 Investment Advisors, LLC is approximately a $1.9 billion Registered Investment Advisory Firm located in Nashville, Tennessee.

Community Involvement

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

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

LBMC Investment Advisors, LLC is approximately a $1.9 billion Registered Investment Advisory Firm located in Nashville, Tennessee. Over the years, LBMC Investment Advisors received the CPA Wealth Provider’s Financial Planning Award in 2021; was named among the Top 1,200 Advisors by Barron’s in 2022; earned the Investment News Financial Advice Best Practice Award by Accounting Today in 2016; and was named a Top 25 Fee Only Wealth Management Firm by CNBC in 2014.