LEGACY CONSULTANTS WEALTH MANAGEMENT - Key Persons
Emily joined Jim Moshenko at LPL Financial in 2005 to manage the office, handle customer inquiries and problem resolution. As Operations Manager, Emily is available to answer and assist clients with any service issues that arise. Emily believes that a strong relationship is essential to effectively care for every aspect of a client's investment and retirement planning needs.
Experience
Over 30 years in the financial industry:
Job Titles:
- President
- Independent Advisor With LPL Financial
As an independent advisor with LPL Financial, Michael is able to provide investment management, retirement planning, estate and tax planning, as well as social security analyses to individuals, families and businesses. Michael truly enjoys having the ability to recommend only those products and services that suitably address his client's unique needs and goals.
Experience
Over 30 years in the financial industry:
Job Titles:
- Assistant
- Marketing Director
Natalie joined Legacy Consultants in May 2013 as an Administrative Assistant and Receptionist. Since that time she has been promoted to Assistant Marketing Director. Natalie continues to provide friendly and courteous communication with our clients, as well as, providing support and assistance to the advisors.
Experience
Over 25 years administrative experience