Welcome to Legacy Funding

As the Managing Principal at Legacy Funding, I have over 15 years of experience in providing financial solutions to individuals and businesses who want to plan, protect, and retire with peace of mind. I work with a team of highly qualified advisors and subject matter experts who share my vision of delivering exceptional service and value to our clients. I also leverage my engineering background and process driven mindset to implement innovative strategies that address the unique needs and goals of each client.

Estate Planning
Income Planning
Asset Preservation
Tax Mitigation
Risk Mitigation
Business Planning
Wealth Management
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21st Century Trust Funding Method

Beneficiary Liquidity Plan


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