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LBMC's award winning wealth magnet (2007), Greg Herman, assists clients in managing, preserving, and building wealth through innovative tax efficient investment strategies. He regularly works with clients in the areas of investment strategy development, asset allocation planning, integration of investments with tax and estate planning to minimize taxation, portfolio manager searches, due diligence, the selection of independent money managers, the monitoring of investment performance, and in-depth portfolio analyses. In addition to his responsibilities with LBMC, his experience includes the development of a national bank's Trust department with assets of over $10 billion. In this role, Greg served as Vice-President in charge of Employee Benefit, traditional trusts, and investment management accounts.LBMC Investment Advisors, LLC is a $205 million Registered Investment Advisory firm. It was named the 6th fastest growing advisory firm in the county by Bloomberg Magazine in 2001. In seperate 2003 and 2004 studies, sponsored by Schwab Institutional and conducted by Moss Adams, LLP, LBMC Investment Advisors was named among the "Best Managed Practices of Independent Advisory Firms" in the U.S. LBMC was also the recipient of CPA Wealth Provider’s 2003 and 2004, "Financial Planning Award". Greg's leadership and vita at LBMC also includes, the 2005 Practical Accountant’s, "Practice Innovation Award for its Client Service Roadmap". | 