Financial Planner
CurrentDuring my career, I have had the opportunity to work as part of different planning teams and I can testify that what Legacy Family Office offers families is unique. Our difference is that we truly offer intergenerational family and business planning. Our team has the skills, experience and accreditations to work with the different generations within families and their businesses. The age range of our planners and advisors allows us to align relevant team members with each generation within a family. All things combined, we have a complete family offering.Though dealing with numbers and data, there is an emotional side of the equation in every plan. Taking a holistic approach to develop an all-encompassing view of a family’s financial picture, we dig deep into concerns and work with the facts to achieve the best solutions for a family’s unique scenario.As part of this process, I design, implement and monitor custom financial plans for our client families that provide in-depth analysis and recommendations that advance clients toward their lifetime goals, including (but not limited to):• Financial Planning• Retirement Planning• Tax Planning• Estate Planning• Investment Planning • Philanthropic PlanningAdditionally, I play an important role in Legacy Family Office's own internal succession plan:• Mentor new in-house professionals• Developmental training for existing staffAnd I contribute to the development of my industry by sitting on the Best Practices and Strategic Planning committees in our branch office.
