Greg Herbert, CFP®, BFA™

Senior Associate

Greg-Herbert
Hometown

Kalamazoo, MI

Colleges

Michigan State University and Western Michigan University

Certifications

CFP®, BFA™

Office Location

Buckhead (HQ)

Greg joined Homrich Berg in June of 2015 after relocating from Southwest Michigan. Prior to joining Homrich Berg, he spent over four years with a Platinum Franchise of Ameriprise Financial providing holistic financial planning.

Greg received his Bachelor of Science degree from Michigan State University. He then went on to earn a Master of Business Administration degree from Western Michigan University. Greg is a CERTIFIED FINANCIAL PLANNER™ professional after passing the exam in 2014 and a Behavioral Financial Advisor as of 2019.

In his free time, Greg enjoys playing golf, traveling, volunteering, and spending time with friends and family.

Greg-Herbert

Greg joined Homrich Berg in June of 2015 after relocating from Southwest Michigan. Prior to joining Homrich Berg, he spent over four years with a Platinum Franchise of Ameriprise Financial providing holistic financial planning.

Greg received his Bachelor of Science degree from Michigan State University. He then went on to earn a Master of Business Administration degree from Western Michigan University. Greg is a CERTIFIED FINANCIAL PLANNER™ professional after passing the exam in 2014 and a Behavioral Financial Advisor as of 2019.

In his free time, Greg enjoys playing golf, traveling, volunteering, and spending time with friends and family.

Hometown

Kalamazoo, MI

Colleges

Michigan State University and Western Michigan University

Certifications

CFP®, BFA™

Office Location

Buckhead (HQ)