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TM Category: LEADERSHIP

Keith Trent
Keith Trent
30 Apr 2021
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Keith is a Wealth Advisor with Legacy Financial Management, a branch office of BentOak Capital in Lubbock, TX.  Keith manages the Lubbock branch office providing investment advisory and financial planning services to clients. Keith is […]
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Stefan W. Simpson
Stefan W. Simpson
30 Apr 2021
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As Chief Compliance Officer and Director of Business Operations of BentOak Capital, Stefan heads up the team’s compliance program, manages day-to-day business processes, and contributes to the strategic direction of the firm. Stefan believes a […]
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Brandon W. Garrett
Brandon W. Garrett
26 Apr 2021
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Brandon is President and Chief Investment Officer of BentOak Capital where he oversees the strategic direction of the firm, manages firm-wide investment solutions, and provides comprehensive financial planning guidance to clients. Brandon believes that financial […]
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Wayne Garrett
Wayne Garrett
5 Mar 2021
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Wayne is the founder and CEO of BentOak Capital where he oversees the firmwide vision and direction of the business. Wayne consults with the rest of the leadership team in formulating procedures, processes, and business […]
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