We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
President | LPL Registered Principal
Vice President | LPL Registered Principal, LPL Financial Advisor, CERTIFIED FINANCIAL PLANNER™
Ron joined Legacy Financial after serving for 14 years in the U.S. Army as an Infantry and later Acquisition Officer. He brings with him a sense of service, dedication, and commitment to his work and his clients. Ron serves as a...
Vice President | Registered Representative, LPL Financial
Vice President | LPL Registered Representative, LPL Financial Advisor
AJ began her career in the financial industry in 1997. She has always strived to be recognized as a financial advisor who develops long lasting relationships with her clients. AJ leverages her knowledge of portfolio management...
Vice President | Registered Representative, LPL Financial Advisor
Principal Operations Manager | Notary
Client Services Associate