Broker Check

Patrick J. Cloutier, AAMS, CRPC

Financial Advisor

(972) 562-5682 ext. 201

(972) 562-4797

Patrick@LegacyPG.com

Patrick specializes in helping those at or near retirement create, implement, and monitor a plan to generate income and help clients  to preserve their income and assets.

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Matthew B. Gournay, CFP

Financial Advisor

(972) 562-5682 ext. 202

(972) 562-4797

Matt@LegacyPG.com

Matthew's focus is helping small to mid-sized business owners with their estate, business succession and corporate retirement plans. He is a Certified Financial Planner™ practitioner and has successfully completed the FINRA...

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Madeleine C. Underwood

Registered Assistant

(972) 562-5682 ext. 204

(972) 562-4797

Madeleine@LegacyPG.com

Madeleine, daughter of Patrick Cloutier, is a Registered Assistant of Woodbury Financial Services, Inc. She serves as our Customer Relationships Manager and Marketing Director. Madeleine graduated from the Texas Tech University Rawls...

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