Estate Attorney
Richard Burton
Estate planning and wealth transfer
Our team
Guidance built around the whole picture
A coordinated team of specialists helps bring the legal, tax, insurance, and investment perspectives of your financial life into focus.
Specialized insight. Coordinated guidance.
Legacy Financial Group works alongside experienced professionals to help clients make informed decisions across the areas that matter most. Each specialist contributes focused knowledge while your broader plan stays connected.
CPA
Edd Wills
Tax planning and coordination
Life & Health Insurance
Glenn Donald
Life and health insurance guidance
Car & Home Insurance
Patrick Fredella
Property and casualty insurance guidance
Registered Investment Advisor
Paul W. Abele
Investment planning and portfolio guidance