CJ Greer

Carol “CJ” Greer is a creative negotiator who is passionate about empowering her clients. She values long-term relationships, efficiency, perseverance, managing expectations, forward thinking, reciprocity, and rewarding hard work. CJ is fiercely motivated by helping boomer-preneurs and their families gain financial independence by optimizing strategies, deal making, and education. She loves problem-solving, investing in the diversity of ideas and building systems that help entrepreneurs achieve their dreams.

To prepare for today and our future business together, CJ attended business school at the IU Kelley School of Business and graduated with a BS in Marketing and a minor in economics. Then, at law school at the IU Robert H. McKinney School of Law, CJ focused her studies on international business and graduated with a J.D. and a Corporate Commercial Law Graduate Certificate. Prior to attending law school, CJ provided a variety of services to professionals and entrepreneurs in business planning, raising capital, real estate, and designing marketing plans.