Greg Lanier

Client Associate; RJFS, Carter Financial Management


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


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


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.