Good afternoon, Legacy Wealth Alliance Family, Do you remember the scene from “The Wizard of Oz” that went, “Lions, and…
Let’s build a comprehensive financial plan.
A secure, comfortable and early retirement is every worker’s dream.
Implement an investment strategy that incorporates time proven concepts.
Protect your assets by managing risks.
ESTATE CONSERVATION &
Create a lasting legacy for your loved ones.
SERVICES THAT MAKE
This is our approach.
We work with you to plan and implement an achievable strategy, designed to enhance, preserve and protect your wealth. Ready to take the next step?
Todd has been in the financial industry for 30 years and obtained his investments licenses in 1992. He is the founding member of Legacy Wealth Alliance and responsible for the vision, direction, and offerings for our clients. His nickname is the “Professor” as he can take complicated financial strategies and make them easy to understand with the goal of educating our clients on the options. Todd enjoys training for triathlons having completed multiple Ironman events. He also enjoys reading, skiing, spending time with his family, and recently took up lessons to learn how to play golf. Todd has been married to his best friend, Amy, for almost 28 years. Together, they are raising three daughters, McKenzie, Tori, Addyson, and their yellow lab Daisy.
Pattie has more than 30 years of experience in the financial services marketplace. She joined Legacy Wealth Alliance after 11 years with Sagemark Consulting / Lincoln Financial Advisors in Cleveland, Ohio. Her primary role is managing the operations at Legacy Wealth Alliance. In addition to overseeing the operations of the business, Pattie is solely responsible for managing the internal workflow, caring for our clients, and maintaining vendor relationships.
Jon Launder came to Legacy Wealth Alliance from Wisconsin after four years in the Wealth Management profession. He graduated from the University of Wisconsin-Milwaukee with a Bachelor’s degree in Business finance in 2015. In 2018 he became a CERTIFIED FINANCIAL PLANNER. In his free time Jon enjoys watching the Green Bay Packers, Mountain Biking and spending time with friends and family.