Brian brings over 20 years of extensive financial services experience to the Scissortail Wealth Management team. Prior to his career in wealth management, Brian was Vice President of Commercial Lending for First National Bank of Broken Arrow, where his focus included establishing and servicing commercial clients, risk mitigation, cash flow analysis and debt service evaluation. His banking roles focused on working with individuals and business owners to help manage both their personal and commercial lending structures. He takes great satisfaction in identifying opportunities to help clients improve their financial outcomes through creative solutions.
Brian and Scissortail Wealth Management co-founder, Todd Welsh, have been friends since 1st grade - a relationship that dates back over 40 years and began in Sunday School at Grace United Methodist in Oklahoma City. Brian and co-founder, Rich Howard, have also indirectly been acquainted for 30 years. It’s a small world!
A native Oklahoman, Brian grew up in Oklahoma City where he graduated from the University of Oklahoma and was a member of Lambda Chi Alpha fraternity. He and his wife, Lynette live in Tulsa where they have 3 children: Olivia, Luke, and Lucy. When he’s not working, he enjoys spending time at home grilling, relaxing with family and friends, golfing and running. To date, he’s completed 4 marathons and multiple half-marathons.