Who Are We.

Legacy has nearly two decades of experience pioneering and refining flexible solutions designed to work for any client – from the individual to the organization. We have the capability and experience to review and assess an entire organization, a particular line of business, or an individual’s needs. Whether conducting financial coaching or professional development sessions, collaborating on business plans for start-ups, developing an organizational strategic plan, or process improvement measures, our team will address and support any planning, implementation, or operational issues you may encounter.

Our philosophy centers on the concepts of partnership, service, and quality, both in the coordination of our internal efforts and in our interactions with clients. At Legacy, we create a partnership with each client and our best recommendations and solutions are delivered through recognition of each client’s unique situation. In all efforts, we’ve found effective communication of our work is a priority. Even the best professional advice is useful only if presented clearly – in terms, the audience or receiver can comprehend. For us, it is of the utmost importance to maintain the integrity of “our word” as we offer exemplary service.

We provide professional services tailored to the specific need of each client and work to develop common-sense solutions to complex issues. Our experience has proven relationships are the key to success. With years of advanced training, technical experience, and financial acumen our team willingly stands behind the assurance of doing it right the first time. As a result of our collective backgrounds, we take pride in our ability to “universally translate” complex concepts, theories, and industry terminology for the lay person.