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SERVING OUR COMMUNITY

SERVING OUR COMMUNITY

SERVING OUR COMMUNITY

SERVING OUR COMMUNITY

SERVING OUR COMMUNITY

At Legacy Planning Group, we are convicted that using our blessings to serve others is our highest calling.  We devote our time, treasure, and talents to make McKinney, Texas a more hopeful, peaceful, and better place for all.

Our Process
Our History
Our Values

Our Community Work:

Patrick proudly serves his adopted hometown of McKinney, Texas in countless ways, continuously working to enhance the quality of life for the citizens of the McKinney area.

  • Currently serves on the McKinney City Council in the At-Large, place 2 seat.
  • Awarded the 2021 Leadership McKinney Alumnus of the Year
  • Received the “Volunteer Group Award” for ‘Wheels for Tonya’ at the 2019 Spirit of McKinney Volunteer Awards
  • Past board member for the McKinney Economic Development Corporation 
  • Previous board member for Volunteer McKinney, chairing it for 2 years
  • Proud graduate of the Leadership McKinney Class of 2013, chairing the Leadership McKinney Alumni Network for 2 years
  • Previous board member for GraceToChange
  • Has served on the McKinney Zoning Board of Adjustments

In addition to serving his community, Patrick has also given his time to support other financial professionals. He has spoken at continuing education seminars for other advisors on long term care planning and technology strategy. He also served on the Technology Committee for Advisor Group.

Our Community Work:

Patrick proudly serves his adopted hometown of McKinney, Texas in countless ways, continuously working to enhance the quality of life for the citizens of the McKinney area.

  • Currently serves on the McKinney City Council in the At-Large, place 2 seat.
  • Awarded the 2021 Leadership McKinney Alumnus of the Year
  • Received the “Volunteer Group Award” for ‘Wheels for Tonya’ at the 2019 Spirit of McKinney Volunteer Awards
  • Past board member for the McKinney Economic Development Corporation 
  • Previous board member for Volunteer McKinney, chairing it for 2 years
  • Proud graduate of the Leadership McKinney Class of 2013, chairing the Leadership McKinney Alumni Network for 2 years
  • Previous board member for GraceToChange
  • Has served on the McKinney Zoning Board of Adjustments

In addition to serving his community, Patrick has also given his time to support other financial professionals. He has spoken at continuing education seminars for other advisors on long term care planning and technology strategy. He also served on the Technology Committee for Advisor Group.

Our Community Work:

Patrick proudly serves his adopted hometown of McKinney, Texas in countless ways, continuously working to enhance the quality of life for the citizens of the McKinney area.

  • Currently serves on the McKinney City Council in the At-Large, place 2 seat.
  • Awarded the 2021 Leadership McKinney Alumnus of the Year
  • Received the “Volunteer Group Award” for ‘Wheels for Tonya’ at the 2019 Spirit of McKinney Volunteer Awards
  • Past board member for the McKinney Economic Development Corporation 
  • Previous board member for Volunteer McKinney, chairing it for 2 years
  • Proud graduate of the Leadership McKinney Class of 2013, chairing the Leadership McKinney Alumni Network for 2 years
  • Previous board member for GraceToChange
  • Has served on the McKinney Zoning Board of Adjustments

In addition to serving his community, Patrick has also given his time to support other financial professionals. He has spoken at continuing education seminars for other advisors on long term care planning and technology strategy. He also served on the Technology Committee for Advisor Group.

Our Community Work:

Patrick proudly serves his adopted hometown of McKinney, Texas in countless ways, continuously working to enhance the quality of life for the citizens of the McKinney area.

  • Currently serves on the McKinney City Council in the At-Large, place 2 seat.
  • Awarded the 2021 Leadership McKinney Alumnus of the Year
  • Received the “Volunteer Group Award” for ‘Wheels for Tonya’ at the 2019 Spirit of McKinney Volunteer Awards
  • Past board member for the McKinney Economic Development Corporation 
  • Previous board member for Volunteer McKinney, chairing it for 2 years
  • Proud graduate of the Leadership McKinney Class of 2013, chairing the Leadership McKinney Alumni Network for 2 years
  • Previous board member for GraceToChange
  • Has served on the McKinney Zoning Board of Adjustments

In addition to serving his community, Patrick has also given his time to support other financial professionals. He has spoken at continuing education seminars for other advisors on long term care planning and technology strategy. He also served on the Technology Committee for Advisor Group.

Client Centered

Like her father, Madeleine also strives to be a Servant Leader, primarily focusing her efforts on supporting the small business community. By investing generous gifts of her time and resources, she is able to reap the benefits of giving back to the city of McKinney while building strong business relationships that support our business in return.

  • Currently serving as the Chair for the McKinney Chamber of Commerce Ambassadors
  • Top 3 nominee for "2021 Volunteer of the Year" award for McKinney, Texas
  • Recent graduate of the Leadership McKinney Class of 2020
  • Active member of the Women's Alliance of McKinney for the past three years
  • Active member of the McKinney Young Professionals for the past three years, currently serving as the Civic Duties Chair At-Large
  • Managed the marketing and public relations for the 2019 Relay for Life of McKinney
Our Process
Our History
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