Our story

Our story

six men and one woman in matching shirts pose next to a Thrivent conference banner

Welcome to Legacy Group, where our story is rooted in a shared passion for empowering individuals from all walks of life to feel financially confident and secure. Nestled in the breathtaking landscape of the Pacific Northwest, our team of dedicated financial advisors is driven by a common mission: to positively impact our clients and communities alike. 

Our journey began with a simple belief—that everyone deserves access to personalized financial guidance that empowers them to pursue their dreams and build a legacy that extends far beyond their own lifetimes. With this vision in mind, Legacy Group was born, bringing together a diverse team of professionals united by a commitment of guidance, transparency and service. 

  • We will seek to understand your unique needs so we can create a financial plan that aligns with your goals and prioritizes what matters most to you. 
  • We provide guidance through every stage of life. Whether you’re just starting out, building a foundation, or nearing retirement, we can help you take on the challenges and opportunities life gives you.
  • We’ll help you develop a financial plan that enables you to stay focused on your goals and priorities. 
  • We’re passionate about giving back and helping our clients do the same. Ask us about our generosity programs and charitable planning options. 

As advocates for financial literacy and empowerment, we believe that true success is measured not only by the wealth we accumulate but by the lives we touch and the communities we serve. That's why giving back is at the heart of everything we do. From supporting local charities to volunteering our time and expertise, Legacy Group is dedicated to making a meaningful difference in the places we call home. 

Join us on our journey as we continue to empower individuals and families to take control of their financial futures and create legacies that last for generations to come.