About
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.
David received his B.S. in finance, with a focus on economics, from the College of Charleston (S.C.). He has been featured in numerous industry publications and was recently named to Forbes magazine’s best advisors in the state of Maryland for the second year in a row. David has been an active volunteer with the Jewish Foundation for Group Homes and the Hebrew Home of Greater Washington. David also serves as a founding member of the Trip McNealy Foundation. He lives in Bethesda, MD with his wife Suzanne, daughter Lily and son Evan.
David Greenleigh | Founding Partner
Planning with Purpose. Guided by Insight.
Team
Meet Brian & Nancy
Brian Luts
Founding Partner
Brian Luts co-founded LGG Financial with David Greenleigh in 2012 and has guided clients toward smart financial decisions since 1997. With two decades of experience, he helps individuals create personalized strategies for their unique goals. At LGG, Brian oversees client service and investment management—reviewing portfolios, recommending adjustments, and staying closely involved in every investment choice. He’s been recognized multiple times by Forbes as one of Maryland’s top financial advisors.
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.