Greg Lanier

Client Associate; RJFS, Carter Financial Management

Professional

Greg works alongside Bob Berg, CFP^® and Joel Berg, CFP^®. He is currently working to become a Certified Financial Planner™ professional.

Education

Greg received a Bachelor of Business Administration in Finance from Texas A&M University in May of 2016.

Personal

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. Greg is a member of The Association of Former Students of Texas A&M.