Meet Our team

As a part of Shell Point, the Legacy Foundation’s steadfast commitment is to respect each individual and their needs. We welcome each person with genuine concern and warmth. We aspire to provide personalized financial services designed especially with Shell Point residents in mind.

We believe that individuals are designed with the innate desire to make a difference, leave their mark, and live a purposeful life that extends well beyond themselves.

During our lifetimes we accomplish this by investing our lives in other people; raising a family, volunteer work, a career or vocation, serving our country, and giving to worthy civic and charitable organizations.

As we approach the estate and legacy planning process, we bring together the culmination of our life experiences, values, faith, relationships, and resources into a unique master plan to leave our mark on family and society for generations to come. Our lasting legacy shares with the world how we intend to be remembered. It’s a celebration of our life and our belief in a better and brighter tomorrow.