Brian Wheeler is the CEO at Legacy, overseeing operations as well as being lead practice manager for corporate clients and tending to a group of financial planning clients. As the founder, Brian’s been in the financial business since 2000 and started Legacy in his formal dining room after leaving a larger firm to pursue his dream of creating a fee based holistic planning group.
Brian grew up in a small town in Kentucky, spending his summers in the woods building forts and riding four wheelers. He started his first company, a pressure cleaning operation, when he was just 16 years old. He went to Kentucky Christian University for business and a music minor, then went on to the American College for Financial Planning for his Certified Financial Planner certification.