After many years in the banking industry, I was at a crossroads. While I enjoyed working in the financial industry and helping people and businesses finance their dreams, I was tired of the regulatory nature of banking. I wanted more of a direct, day-to-day interaction with clients and to really help people create a strategic plan to get from A to B. This sentiment led me to become a financial advisor, and after 3 ½ years at Edward Jones I started Legacy Financial Strategies, LLC in May of 2000.
What’s in a name?
“Why the name Legacy?” I am often asked. I decided on the name for two main reasons. First of all, my goal with Legacy has always been to make a difference in families’ lives. There’s no better part of my job then having worked with clients and see them realize their goals, whether it’s buying a house in California, taking an early retirement, traveling or achieving financial independence. However, we don’t want to stop with just one client. We truly seek to serve all family members, wherever they are in their journey.
Our goal is to build and preserve your wealth- your legacy – for generations, whether that’s donating to a charity, helping your grandchildren with college or having a vacation home everyone can enjoy.
Secondly, the name “Legacy” isn’t just about your legacy, but ours as well. We want Legacy to be a place where you and your family can continue to come for many years ahead. You may have noticed that we have expanded our team and offerings over the past few years. This is part of our commitment and service to you, so that we can continue to have the capability to help more of your family and friends as time progresses.
What I hope I’ve conveyed through my story is how grateful I am to be able to be in a profession that I love and to work with such great clients. We’re proud to be there to guide you as you realize your financial goals and dreams. Thank you for the trust you have placed in our firm.
P.S. If you aren’t a current client of Legacy’s, we’d love to schedule a conversation to see if Legacy is a fit for you.