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

J. Brian Glaze

Wealth Manager

Brian Glaze loves helping people. As a comprehensive Wealth Manager, 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.

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Larry Ware

Wealth Manager

If the idea of getting a Return on Life sounds more meaningful than the return on your investment (ROI), Larry Ware is your kind of financial planner. A husband, father, and ‘Pop Pop’ to eight, Larry understands what it means to plan with care for the future, and excels in thoughtfully advising his clients.

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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.

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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…

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Chris Kirkland

Managing Partner

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…

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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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