Meet the team

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Legacy Planning Group has assembled a highly experienced group of professionals who specialize in the different aspects of financial planning. Each member of our team has an extensive understanding of the financial industry. However, each member of our team specializes in one or two aspects of the financial industry and are considered experts in their field. Together we encompass nearly every aspect of financial planning. With our attorney partnership, we can provide some of the best estate planning advice in the industry.

We will continue to add experienced professionals to our team who can further enhance our knowledge base. Our clients have worked their entire life to build their retirement base and they understand experience counts. Let legacy Planning Group show you what an experienced fiduciary team can do for you.