As Managing Partner of Legacy Capital’s Northwest Arkansas office, Brian leads the firm’s regional advisory team and serves as a Senior Wealth Advisor to a select group of affluent families. He brings more than 25 years of experience in financial services, providing comprehensive wealth management with a focus on asset management, multi-generational wealth transfer planning, and life insurance strategies. Brian is passionate about simplifying complex financial decisions and empowering clients to achieve long-term success for themselves and future generations.
He began his career in 1996 and has held leadership roles in both institutional asset management and private wealth advisory. Prior to joining Legacy Capital in 2023, Brian spent 11 years as a Senior Client Advisor with Arvest Private Wealth Management and six years in several managerial roles including the Director of IMG at a regional broker-dealer. Earlier in his career, he managed fixed income and equity funds for a $1 billion trust department as Senior Investment Officer. His diverse background provides a unique perspective that blends disciplined investment management with personalized financial planning.
Brian graduated cum laude from Texas Tech University with a Bachelor’s degree in Finance and later earned a Master’s degree in Finance from the Rawls College of Business at Texas Tech University. He achieved the Chartered Financial Analyst (CFA) designation in 2000.
Brian resides in Bentonville, Arkansas, with his wife, Amy. They have two daughters, Macy and Emma, and six grandchildren. He and Amy are members of Keypoint Church, and Brian serves on the boards of the Single Parent Scholarship Fund of Northwest Arkansas—where he is also Finance Chair. When not working with clients, Brian enjoys spending time with family, hiking, biking, and fishing.