our team

L. Brant Wilson | Managing Principal
FINRA Series 6, 7, 63 & 65 Licensed


  • My wife of 25 years, Cathy, deserves most of the credit for instilling in me a passion for running and holistic well-being. Many a date night (and early "date morning") have been blessed by a beautiful run with her. Her relentless efforts to teach, guide and love our five children inspire me daily to be a better father, husband, and person.

GREATEST JOYS: Tyler, Bryce, Ethan, Tabitha, and Kate

  • Our five children have been and continue to be the joy of Cathy and me. I love watching them learn and grow into caring human beings. They each have their own mind about things and diverse interests and talents. Accomplishments aside, I admire the compassion that each of them has for one another and the world around them.


  • Ever since my high school days back in the late '80s and early '90s, I have been a fan of the San Antonio Spurs. When it came to the Spurs, it was never about the winning...although they won plenty. It was always about team first...from the David Robinson-Sean Elliott days to the Timmy-Manu-Tony dominance and all the way down to the present day. The "check your ego at the door" mentality of the Spurs organization is something that I have strived to mirror every day of my personal and professional life.

BIGGEST ACCOMPLISHMENT: Qualifying to Run the Boston Marathon

  • It took a few tries. And a patient running partner (a.k.a. my wife). But after missing my qualifying time by 2-3 minutes on my first two marathons in Louisiana and Tennessee, I finally qualified at the St. George, Utah Marathon in October 2016. As life (and kids’ activities) would have it, we couldn’t attend the Boston Marathon. Although my favorite distance is anything shorter than a marathon, I ran more marathons so I could requalify, hoping to someday actually run the Boston Marathon with my favorite running partner and love of my life. I ran marathons in Texas, Arizona, Nevada, and Michigan, requalifying at two of the four. Seven marathons in total, I still haven’t made it out to Boston. But the dream keeps me motivated and moving, as do the post-run donuts!

PASSIONS/INTERESTS: Architecture and Design

  • Architecture (specifically Mid-Century Modern) and product design (including automotive design). If I allowed myself to, I could probably spend hours looking at the silhouette of a sports car or the lines of a pair of sunglasses. Design is in the details, and I am in awe when I find a product that harmonizes form and function. The thought that goes into any creation which both looks good and works well is inspiring to me.

LITTLE-KNOWN TALENT: Neapolitan Pizza Maker 

  • My dreams came true in 2018 when my passion for cooking and my love for delicious, Neapolitan-style Italian pizza came together with the purchase of a 900-degree pizza oven and a Neapolitan pizza-making class. My life (and my taste buds) will never be the same. I look forward to Sunday dinners when it's Dad's turn to cook. And there's only one thing on Dad's menu—pizza. Pretty darn good pizza, if I must confess. (Note: I'm always looking for clients and friends willing to play the role of taste testers for my newest creations!)

Larry B. Wilson | Former Principal, now Grandfather Extraordinaire

In 1975, Larry Wilson began his career in the insurance business, and later founded a financial planning firm. It was from this firm that Insight Financial Health was born. Throughout his 30 years in the financial industry, Larry served his clients devotedly, assisting them in achieving their goals through prudent financial planning.

Larry now resides in Utah, where he spends his retirement days with his wife, Dee Ann. Living near 9 of their 18 grandchildren has provided Larry with valued family time. He also enjoys spending time with his dogs in the beautiful outdoors. Although he enjoys the freshwater fishing in the north, he still finds his way to South Padre Island every so often to enjoy the saltwater fishing he came to love during the years he spent in the Rio Grande Valley.