Brian serves as the managing partner for Legacy Capital Northwest Arkansas and also as a wealth advisor, providing financial advice and services to a select group of affluent families. Brian, along with his team, provides comprehensive wealth management that focuses on asset management, multi-generational wealth transfer planning, and life insurance planning. Our team acts as a personal CFO for our affluent families, C-suite executives, and senior-level executives at Walmart and other local corporations.
Our clients are primarily first-generation wealth individuals who lack the time to implement a plan to ensure their own personal financial success, which is where we come in. Our process is specifically designed to meet their needs and change with them as their lives unfold. We make the complex simple for them.
Brian’s diverse background of managing institutional assets as well as leading financial planning efforts gives him a unique perspective when providing investment and financial planning advice to his clients. Brian provides a consultative approach focused on meeting the goals of his clients while providing a high level of service. Brian began his career in the financial services industry in 1996. Prior to coming to Arvest Wealth Management, he served as the senior investment officer, responsible for managing the fixed income and equity funds for a $1 billion trust department.
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Mike graduated from the University of Arkansas in 2005 and received his master’s in accounting in 2013. In 2009 Mike obtained his Chartered Financial Analyst designation (CFA) which is widely considered the gold standard in the investment analysis field.
Mike started his career almost two decades ago when he began working on the equity team for the family office of an Ultra Affluent family in Northwest Arkansas. Over the last two decades Mike has built a successful practice based on client relationships as he focused on becoming each client’s personal financial officer. This means getting to know each client in depth along with their story and the history that shaped them. These life events influence our views of money, values, and concerns that drive our lives today and our desired future.
Mike’s many years of experience allow him to act as a personal guide to help clients navigate and simplify the complex world of investing to help them reach their goals with tailored solutions to meet their needs.
Mike enjoys helping clients make informed and effective financial decisions so they can feel relieved, confident, and self-assured about their wealth. Mike takes great joy in helping families attain the lifestyle they are striving for and maintaining that lifestyle for their life and generations to come.
Mike likes to stay busy outside the office running, biking, and exploring the outdoors with his wife Whitney and two boys Brayden and Deklyn.
DeAnn grew up in central Kansas on the back of a horse or riding in the combine with her Dad in the wheat fields and showing cattle in the 4-H fair. Growing up on the farm taught her the value of hard work and responsibility. Morning and afternoon chores, feeding the cattle and gathering the eggs were the daily routine. She is the youngest of four children and has memories of painting the silver pipe fencing with her brother and two sisters, using tube socks instead of paint brushes. Teamwork and sweat equity were taught at a young age and they were all part of the family farm together. Her parents were not only the epitome of a great team, but also servant leadership at home, at church and the community. When she was 14 years old, her parents had an opportunity to sell the family farm in Kansas and move to Northwest Arkansas where she finished high school and graduated from John Brown University, majoring in business and accounting.
After working for a local CPA office for a few years after college, DeAnn went to work for Arvest Financial Planning department as a financial planner. The man that hired her in 1992 became her mentor and showed her how to best serve clients until his retirement in 2012. During those years, she learned to love all that number crunching and thrived on helping clients reach the goals the financial plans laid out. After about 10 years at Arvest, the Financial Planning department evolved into Private Wealth Management. DeAnn received the CFP® (Certified Financial Planner) designation in 2000 and also holds Series 7, Series 65, and insurance licenses.
DeAnn appreciates each client relationship and works hard to make their experience as streamlined as possible. Her goal is to be the first phone call our clients make when they have any financial need.
DeAnn is married to Nick, who owns two local outdoor sporting goods stores, and has three grown, married children and three grandchildren. She adores her family, but wishes her grandchildren lived closer than North Carolina. Nick and DeAnn, also known as Lolli and Pops, have learned to love flying and travelling, and are very grateful for the direct flight from Northwest Arkansas to Charlotte, NC.