Greg Herman serves as the Managing Partner for LBMC Investment Advisors, bringing over 25 years of experience in financial services. An alumnus of Auburn University and Vanderbilts Owen Graduate School of Management, he specializes in simplifying complex tax and investment issues to help clients build and preserve their wealth.
Active in the Nashville community, Greg is a Trustee for Battle Ground Academy and serves as a Board Member and on the Finance Committee for the OUR KIDS Clinic. He and his wife, Katrina, also support local institutions like the Centennial Park Conservancy and Franklin Road Academy.
Before joining LBMC, he was hired by a regional bank to build and launch an entirely new Trust Department in Nashville.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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