Founder & CEO
My vision is to provide clients with proactive advice, a higher standard of service and exceptional personal attention. My team and I focus on proactive financial strategies designed to help our clients manage their investments, preserve their life savings, provide them with predictable lifetime income, minimize the burden of taxes and plan for the transition of their legacy to the next generation. It’s the same holistic guidance I’ve been providing for over 20 years.
Have you ever sat across from a financial advisor and only understood every third word they were saying?
And yet they were talking about your money, your life, and your future.
At Legacy Financial, we believe clients should understand everything that is happening with their money;
that advisors should be just as good about explaining investments as they are at making them.
You're just 3 steps away from clarity and comfort . . .
1. YOUR CUSTOM LISTENING SESSION
REQUEST A CALL
For many, the hardest part is getting started. Let's begin with a conversation and see if we're a good fit.
2. DISCOVERY SESSION
SCHEDULE A MEETING
Let's explore and clarify your values, goals, and dreams. And we'll include it all as we begin building your personal plan.
3. YOUR ACTION PLAN
GET YOUR PERSONALIZED STRATEGY
We'll review and implement action steps that will lead to peace of mind and your amazing life.