A Partner at Legacy Wealth Management, Garrett brings more than four decades of experience to his role helping clients navigate the complexities of wealth management and financial independence. Known for his ability to listen deeply and solve intricate planning challenges, Garrett has built trusted relationships across generations. He began his career in 1982 with Bache and continued through multiple mergers and acquisitions, developing a broad and seasoned perspective along the way.

Garrett holds a Bachelor of Arts degree from the University of Kentucky and is the institution’s first ever SEC wrestling champion (1975). He continued his wrestling career and studies at the University of Iowa. Coach, as his grandson’s call him, was a graduate assistant for legendary head coach, Dan Gable, and obtained a Master’s degree in Arts while in Iowa City. He is a retired CERTIFIED FINANCIAL PLANNER® professional. When the market closes, you can usually find Garrett cheering on his alma mater, where he was past president of the Varsity Letterman’s Association (The “K” Club). 

What inspired you to pursue a career in financial services?

“Even as a young boy, I was fascinated by the stock market. I remember watching the Louis Rukeyser show and learning about the power of long-term investing. That early interest stayed with me, and I knew I wanted to share what I’d learned with anyone willing to listen. Helping people achieve financial clarity and confidence became a natural fit.”

What’s the best piece of career advice you’ve received?

“Be patient. Be helpful. Be grateful. These three principles have guided me throughout my career and in life. They’ve helped me build strong relationships, earn trust, and remain grounded through both market highs and lows.”

What do you enjoy most about your work? 

“I love interacting with clients and finding solutions to their investment issues. Working alongside my son, Garrison, and seeing him grow into such a thoughtful and capable advisor has also been one of the great joys of my professional life.”

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