Greg Herman
Enthusiast · DISC type iGreg 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 →How Greg shows up
Unlike D or C types, they are convinced more by stories and testimonials. They tend to be agreeable by nature, so take their promises with a pinch of salt. They are more about building relationships than just cutting deals.
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Influence (I)
Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.
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