Brian Libby, JD, MS, CFP, CTFA

Brian Libby brings more than a decade of experience advising high-net-worth and ultra high-net-worth families across investment management, financial planning, and estate and trust planning. He holds a Juris Doctor and a Master of Science in Personal Financial Planning from Texas Tech, along with the CFP® and CTFA designations. This combination allows him to collaborate closely with attorneys and CPAs and bring a fiduciary, planning-first perspective to every conversation.

Brian lives in Gilbert, Arizona with his wife, three children, and black lab. Outside of work, he enjoys sports, the outdoors, staying active, watching Formula 1, and volunteering through his church. A lifelong football fan, Brian played quarterback at both the high school and junior college levels.