Brian Halbert

Senior Vice President

With over two decades of advisory experience, Brian specializes in working with business owners, corporations, and family businesses to develop holistic financial strategies. His approach centers on building well-orchestrated financial blueprints, corporate retirement plans, family business governance, as well as succession and exit planning.

Brian grew up in Lubbock, Texas, graduated from Texas Tech University, and now calls Dripping Springs home with his wife and two children. When not working, you might see Brian at the baseball field or rodeo arena.