Meet The Team

Senior Investment Advisor

CFP®

Michael is the founding advisor of Legacy Wealth Management. He focuses on helping clients build, preserve, protect, and transfer their wealth to multiple generations. He uses professional asset managers and risk based asset allocation strategies to help his clients achieve their financial goals. For the past twenty-five years, Mike has had the privilege of being a trusted investment advisor to families and businesses. His passion and dedication to helping others plan for their financial future has resulted in many industry accomplishments. Michael earned his bachelor's degree in Geography from Queen's University in Kingston Ontario. He then obtained the Certified Financial Planner (CFP®) designation. Mike enjoys  spending time with his wife Debbie and three children, Jake, Meghan, and Melissa.

Associate Investment Advisor

I have a strong passion for helping clients navigate the complexities of investment strategies.

Holding an Honors degree in History from Queens University, Jacob brings a unique perspective to financial advisory, drawing on a background in research and analytical thinking to offer well-rounded insights and solutions.

Outside the office, Jacob is passionate about coaching sports and enjoys spending time outdoors, which serves as a reminder of the importance of balance and long term planning both in life and investing.