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A Holistic Coaching & Investment Firm

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.


Meet The Team

If you want to go fast, go alone. If you want to go far, go together.

~African Proverb




Investment Advisor Representative

866-664-6711 x22


Client Services Manager

866-664-6711 x22

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Financial Strategist


Our partnership with

CSP Financial Group

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Legacy Builder Group has been a proud partner of CSP Financial Group for over 10 years. CSP provides industry leading educational resources and investment services support that allows us to help our client create the life they love. We share the same vision, mission and values which makes for a great team you can trust.
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