Our team isn’t engaged in financial planning as a hobby. We take this seriously. One of our core values is Growth. This means that when a team member joins our firm, they’re committing to continuously improving and honing their craft.
Today the titles and designations carried by financial professionals can seem like alphabet soup. The letters after a financial advisor’s name indicate a specialized education has been pursued and completed, and an organization has given special recognition to an advisor for their commitment to competency in a specific field. At Legacy, we’ve worked hard to assemble a team with specialized training in different areas of financial planning and investment advice. Our clients can count on receiving specialized advice from the right person for the right situation. We believe in the backing of a planning team that inspires confidence beyond what any single person can provide. Some of our team members’ credentials include:
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Certified Investment Management Analyst® (CIMA®)
Accredited Investment Fiduciary® (AIF®)
Chartered Retirement Planning Counselor® (CRPC®)
Accredited Asset Management Specialist® (AAMS®)
Accredited Portfolio Management Advisor® (APMA®)
Certified Divorce Financial Analyst® (CDFA®)
Certified Business Valuation Specialist® (CBVS®)
We’re very proud of the team we’ve assembled. With over 170 years combined financial services experience, we’re prepared to offer our clients the type of sophisticated strategies they’ll need to accomplish their goals.