How long have you been with Legacy Planning Partners? How long have you been in the business?
I started right out of college as a financial advisor in training in June, 1980, so I’ve been in the business as a financial advisor for 35 years. In addition, I founded Legacy Planning in the Fall of 1998 so for 17 years I’ve been associated with Legacy Planning.
What is your role at Legacy Planning Partners?
I serve Legacy Planning as Managing Partner. What that means is I manage our firm’s relationship with our broker/dealer and manage our compliance & supervisory regulations. In my advisor role, I specialize in helping business owners create succession and exit strategies to maximize their long-term financial success.
What has been your proudest moment at Legacy Planning Partners?
Whenever I meet with a client who we have helped to develop a financial plan and they realize they can achieve their financial dreams! That is a proud moment and, I’m glad to report, happen quite frequently!
How would you describe the culture like at Legacy Planning Partners?
People who care about others!
What are three adjectives to describe Legacy Planning Partners?