Three partners.One team.

With nearly two decades of experience, Gary has advised hundreds of investors through every kind of market environment. His approach is built around disciplined, long-term strategies and steady decision making, the kind that compounds quietly over decades and helps families avoid the emotional mistakes that derail otherwise sound plans.

Raised in Houston and partly in Chile, Gary prioritizes clear, straightforward communication. A U.S. Army veteran and fluent Spanish speaker, he brings discipline, service, and an appreciation for clarity to every relationship. As Chief Compliance Officer, Gary oversees the firm's adherence to Texas State Securities Board regulations. He holds the Series 65 license.

A McKinney native, Braiden grew up in the community Legacy Folios is built to serve. After a year volunteering overseas, he returned with a clear sense of purpose and built his expertise from the ground up, starting in insurance and estate planning before moving into investment advisory work, steadily working toward the team-based, fiduciary practice he wanted to help lead.

Braiden combines operational discipline with a genuine curiosity about the people behind the portfolios. He believes the best advice starts with understanding the story behind the numbers, from what a client wants their retirement to feel like to what they want their family to remember about how they handled the wealth they built. As Chief Operations Officer, he keeps the firm running with the precision that lets every client relationship receive full attention. He holds the Series 65 license and is insurance-licensed in Texas.