On July 1, 2023, we celebrated a major milestone – 10 years since Wealth Legacy Advisors was founded!

I couldn’t be more proud of, and more grateful for, the trust and confidence that my clients have placed in me these 10 years, and I look forward to continuing to serve you for many more years to come.

What keeps you up at night? Ten years ago I had a big idea – that what keeps families of wealth up at night is not their investments, taxes or estate plans, but rather raising their families in an atmosphere of wealth to become competent and confident stewards of their wealth.

Read more HERE, as published on June 2, 2023 in Inspiration and Insights online magazine.