Who we are
Our Philosophy:
A client's needs extend far beyond any one product or service. One of the most important values that we bring to clients and their families is a detailed review of how their life goals are reflected in their current planning.
We blend the strengths of traditional planning services with the power of proven new strategies, including the nation's leading values-based legacy planning services, developed and proven by The Heritage Institute™.
Our philosophy of client services is premised on the sincere belief that successful financial and estate planning require an on-going commitment. We dedicate ourselves to continual study, discovery, review, and refinement on behalf of our clients and their families. Lives and circumstances change. Planning needs to reflect that.
Frank D. Mullins, CFP®, CWC
Legacy Wealth Counselors (LWC) provides the Heritage experience to clients whose goal is to strengthen and protect their families both financially and relationally. Frank’s passion is providing uniquely customized services to a limited number of clients concerned about living and leaving an inspiring legacy. Years of personal experience have convinced him that Heritage provides the essential link between financial planning and traditional estate planning.
Prior to entering financial services in 1995, Frank spent ten years working for a computer company that provides total automation solutions to small businesses. Working directly with family organizations, Frank discovered there is often a disconnect between the founders who build the business and the progeny who succeed them.
A native of Waco, Texas, Frank graduated from the University of North Texas at Denton, with a BA in Psychology. Having lived in Belmont, California, New York City, and Houston, Frank and his wife Maria & daughter Ellie currently reside in Wimberley, Texas. A love of learning and a commitment to excellence characterize Frank. He earned the Certified Financial Planner (CFP®) certification in March, 2001, and most recently, the Certified Wealth Consultant (CWC) designation in November, 2005.
Stephen C. Brewer
Relationship Manager
Stephen graduated from The University of Texas at Austin with a BBA in Finance. He has been recognized as a College Scholar and is an alum to the Financial Analyst Program at the University. Currently enrolled at the Professional Development Center at UT, Stephen is pursuing his Certified Financial Planning (CFP®) certification. His commitment to excellence and desire to assist others qualify him as a valued Heritage team member.