LGG Financial

Brian Luts is a financial advisor at LGG Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Luts & Greenleigh Group, Inc. since 2019 and previously at Wells Fargo Advisors Financial Network from 2012 to 2019. Outside of his advisory role, he is a 50% owner of BD Ventures LLC, an investment entity focused on commercial real estate. LGG Financial provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans, employing a primarily long-term, discretionary investment approach that incorporates fundamental and technical analysis. The firm manages approximately $564 million in assets with a small advisory team and integrates third-party platforms and lending features uncommon among similar advisory teams.

David Greenleigh is a financial advisor at LGG Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Luts & Greenleigh Group, Inc., Wells Fargo Advisors Financial Network, LLC, and Private Client Services. Outside of his advisory role, he serves as Vice-Chairman of Fund Raising for the Trip McNealy Foundation, which hosts events to raise money for military charities. LGG Financial provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans, using a long-term, discretionary investment approach that incorporates fundamental and technical analysis. The firm employs diversified portfolios and integrates third-party platforms and lending features uncommon in similar advisory teams.