Solid. That’s the way we’d describe
our partnership.

Solid. That’s the way we’d describe our partnership.

J. Brian Glaze

Wealth Manager

Brian Glaze loves helping people. As a comprehensive financial advisor, his mission is to provide practical, useful strategies to help clients define and pursue their best financial life. He is also an eternal optimist and believes that inspiration and experienced guidance play equally important roles in planning for the future.

Larry Ware

Wealth Manager

Larry has over 30 years’ experience helping clients prepare for life’s major financial milestones and effectively managing resources through their retirement years.  Through an in-depth analysis of their current economic position and vision for the future, Larry works closely with each client to help them define and pursue their best financial lives.

Stephanie Glaze

Office Manager

Stephanie joined the team in 2014 and brings with her almost 20 years of administrative support and client management experience. Behind the scenes, she handles the daily operations, including bookkeeping, paperwork, and compliance.

Strategic Partners

Kevin Kelly

Managing Partner

Legacy Capital Advisors

Prior to co-founding Legacy Capital Advisors, LLC, Kevin was associated with a Fortune 250 Company as a Financial Advisor, where he performed holistic financial planning…

Chris Kirkland

Managing Partners

Legacy Capital Advisors

Prior to co-founding Legacy Capital Advisors, LLC, Chris was associated with a Fortune 250 Company as a financial advisor, where he managed portfolios for individuals and small business owners…

Are you looking for a long-term financial partner to help you view life differently?

Schedule some time with us to talk and see if we’re a good fit for each other.

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Securities offered through Avantax Investment ServicesSM, Member FINRA,SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.

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This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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