119 W Virginia Street
Our LPG Team
Since 1999, our dedicated advisors have worked with you and for you, providing clear recommendations designed to help you grow and preserve your wealth.
Meet the people who serve you.
972.562.5682 ext. 201
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...
972.562.5682 ext. 202
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...
Client Relationships Manager
972.562.5682 ext. 204
Madeleine serves as the Client Relationships Manager and Marketing Director for Legacy Planning Group...