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 takes 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.
Kevin has more than 30 years of experience in the financial services marketplace, and recently joined Legacy Wealth Alliance. His primary role is managing the operations at Legacy Wealth Alliance. In addition to overseeing the operations of the business, Kevin is responsible for managing the internal workflow, caring for our clients, and maintaining vendor relationships.