Greg joined the firm in 2018.
“Clintsman Financial Planning takes great pride as a team in helping others identify financial needs they otherwise wouldn’t have seen on their own. Every minute detail of their life is important and can have a large impact on a client’s financial life. My role is to make sure those details are not missed, and every topic is thoroughly addressed so that we can help clients achieve success however they quantify it.”
Greg graduated from Texas A&M University with a BS in Finance and a certificate in Financial Planning. He is active in the financial planning community and has taken great interest in growing the next generation’s footprint through the Financial Planning Association’s NexGen committee. He is currently working towards obtaining the CFP(R) certification.
He is originally from Aledo, Texas, and currently resides in Dallas. Greg and his wife, Victoria, attend Watermark Community Church. He enjoys the outdoors, backpacking, competing in triathlons, spending time with family, Texas A&M athletics, and Texas Rangers baseball. He is also a current member of The Association of Former Students of Texas A&M.