Legacy Wealth Partners - Orlando

301 E Pine St, Suite 800
Orlando, FL 32801-2724

Professional Story

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. 

I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

 

I am licensed to sell insurance in FL and MS

Education

Valencia College (2018-2022)

Hobbies

Family, Faith, and the New York Knicks

Affiliations & Memberships

BNI member


Languages: English


Specialties:Business Owners, Insurance Strategies, Retirement Strategies, College Funding Strategies, Group Benefits, Business Succession Planning, Estate Planning, Financial Education