Greg Lanier is a Financial Advisor and joined the firm in 2018. Prior to joining Clintsman Financial Planning, he worked for an independent wealth management firm in Dallas. There he served high net worth clients, executives, and business owners with their financial planning needs. Greg graduated from Texas A&M University with a Bachelor of Business Administration in Finance as well as his certificate in Financial Planning. Greg has been awarded the CERTIFIED FINANCIAL PLANNER designation from the CFP Board of Standards.
“Clintsman Financial Planning takes great pride as a team of advisors in helping others identify financial needs they otherwise wouldn’t have seen on their own. I help clients clearly see their most important needs and walk alongside them as someone they can trust to accomplish their life goals.”
Outside of the office, Greg is active in the financial planning community and serves on the Dallas/Fort Worth Financial Planning Association’s Board of Directors as the Career Development Director. Greg helped form the Texas A&M Financial Planning Alumni Advisory Board, which serves to help foster the growth of the next generation of Aggie Financial Planners.
He is originally from Aledo, Texas, and currently resides in Fort Worth. Greg and his wife, Victoria, attend Watermark Community Church. He enjoys the mountains, backpacking, competing in triathlons and ultramarathons, spending time with family, Texas A&M athletics, and Texas Rangers baseball.