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

972.5624797

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 Cloutier Underwood

Client Relationships Manager

972.562.5682 ext. 204

972.562.4797

Madeleine@LegacyPG.com

Madeleine serves as the Client Relationships Manager and Marketing Director for Legacy Planning Group...

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