About
About Brian
Brian Luts co-founded LGG Financial with David Greenleigh in 2012, and has been providing financial service and advice since 1997. With over 20 years of experience, he has developed an expertise in working with individuals to find customized solutions to the complex financial challenges they face.
Brian is a graduate of Bryant University with a Bachelors of Science in Business Administration. Brian started in the Financial Industry at Prudential Securities in 1997, and since then, has works at Smith Barney, Morgan Stanley, and Wells Fargo FINET, which is where he and David Greenleigh formed LGG Financial.
Brian’s main responsibilities within LGG Financial are client service and investment management. Brian will be the one to review over your accounts with you on a regular basis and be the main point of contact when it comes to any changes or adjustments in a client’s investments or profile. Brian is intimately involved in the investment selection. Brian was recently named to Forbes magazine’s top advisors in the state of Maryland for the second year in a row.
Brian is a co-founder of the Trip McNealy Foundation, which is a nonprofit foundation, which supports military charities. Although Brian does not have a military background, the veterans of this country are a group of people that are very important to him.
Brian is an avid sporting clay shooter and hunter, and enjoys golf and spending time with his wife Andrea, their two children, Bradley and Bailey, and their dogs.
Brian Luts | Founding Partner
Clear Advice. Genuine Connection.
Team
Meet David & Nancy
David Greenleigh
David Greenleigh is a founding partner and branch manager at LGG Financial. David has over 20 years of experience in the wealth management and financial planning business with a goal of helping people pursue what really matters in their financial lives. When working with LGG Financial, David is most likely, the first person you will meet. David is responsible for all of the financial and retirement planning at LGG Financial. He is also very instrumental with investment selection and strategy. David serves as the “in-house” analyst for fixed income instruments.
Nancy Scallion Johnson
Operations Manager
Nancy manages the practice’s operations ensuring service excellence for our clients and partners. She is the group’s lead service provider for all high-priority relationships, supervises CSA operations, educates clients on account services and oversees the new client transition process. Nancy is especially experienced in effectively communicating with clients, building trust in the process, leading to a positive, mutually satisfying outcome.
Our Distinctive Services
Built Around Your Life, Not a Template
LGG Financial strives to provide clients not only with the best advice but with the best experience. We will travel to you, meet halfway, or, you can come to our office. We are able to provide personalized service for all of our clients and accommodate most of our client’s requests. We take time to get to know you. By getting to know our clients, we are able to provide advice that will accommodate their lifestyle and make their plan personalized and easy to follow.
Our Partners
