Meet the professionals who can help you
Pursue Your Goals
We help individuals and families pursue their ideal retirements.
Meet the Team
The team behind Legacy Financial Partners is made up of qualified financial professionals with a mission to help individuals and families achieve their ideal retirements.
Founder, Partner, Director of Investments and Insurance
Michael advises corporations, business owners, high net worth individuals and families. His focus is to help design a “complete” and tax-efficient financial plan, always with a goal to minimize the risk of loss — or, if possible, to eliminate it completely. He’s been honored to share this focus and its technical implementation with other financial advisors and firms across the nation.
Throughout his career in the financial services industry, Michael’s investment philosophy for his clients has always emphasized the importance of “making money and saving money — as safely as possible.” The primary objectives of his philosophy are risk mitigation and value-added growth.
After studying psychology at West Virginia State University, Michael went directly into financial services. He passed the Series 7 and 66 securities exams and maintains life, health and variable annuity insurance licenses in Florida, North Carolina and Illinois.
Michael has been featured in The Wall Street Journal, U.S. News & World Report, The Suit Magazine and The Street, as well as on the local NBC news affiliate.
Raised in West Virginia with strong family values, Michael is a dedicated family man and is happily married to Katherine. The couple lives in Palm Beach Gardens, Florida, with their three beautiful children, Michael, Kaitlyn and Harrison. A huge movie buff, Michael also enjoys vacationing with his family and fine dining. He is a Christian and considers his faith in everything he does.
Ready to take
The Next Step?
For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.