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.
Brian joined Arvest Wealth Management in 2006 and worked as a senior client advisor in the private wealth management office at Arvest’s Bentonville Financial Center branch. Brian graduated cum laude from Texas Tech University with a bachelor’s degree in finance. In 1995, he graduated from Texas Tech University with a master’s degree in finance and achieved the Chartered Financial Analyst designation in 2000.
Brian resides in Bentonville, AR, with his wife, Amy. They have two daughters, Macy and Emma, and three grandchildren. Brian and Amy are members of Keypoint Church. Brian is on the board of the Single Parent Scholarship of Northwest Arkansas and Pathway to Freedom. Outside of work, Brian enjoys spending time with his family and going hiking, biking, and fishing.