Greg Lanier

Client Associate
Carter Financial Management

Greg works with the Berg Team alongside Bob Berg, CFP® and Joel Berg, CFP®.

Before joining the Berg team, Greg received a Bachelor of Business Administration in Finance from Texas A&M University in May of 2016. He currently holds licenses in general securities – Series 7 and uniform combined state law and securities – Series 66. He is currently studying for his certification to be a CERTIFIED FINANCIAL PLANNER™ professional.

Greg lives in Dallas and attends Watermark Community Church. He enjoys the outdoors, backpacking, fly fishing, spending time with family, Texas A&M athletics, and Texas Rangers baseball. He is also a current member of The Association of Former Students of Texas A&M.