Let's move forward. Together.

Mike has been advising clients in financial matters for over 20 years with experience at Merrill Lynch, Morgan Stanley and currently UBS Financial Services Inc.  He is originally from Boston, MA and has a degree in Economics from Boston University.  As a Senior Portfolio Manager, he designs personalized client portfolios based upon individual needs and risk tolerance. As an advanced planner, Mike is well versed on important issues such as estate plan construction, tax minimization and retirement income distribution strategies. Mike and his wife Erin live in SWFL with their two daughters Cayla and Payton. 

Dave joined UBS in their North Dallas office in 2012 as a Senior Vice President and Senior Portfolio Manager.  He transitioned into the financial services industry in 1991 and discovered his passion as a family wealth advisor after a successful business career with Fortune 500 companies such as Baxter-Travenol, DuPont and Johnson and Johnson. Dave is a Summa Cum laude graduate of the University of San Francisco.  He completed the Senior Financial Advisor's Program in 2003 at the University of Pennsylvania's Wharton School of Business.  He also completed the advanced portfolio management course taught at the University of Chicago's Booth School of Business in 2010.

In his spare time, Dave enjoys reading, tennis, juggling, volunteering, and spending time with friends and family.  Dave and his wife Patty reside in Frisco, Texas.

Brandon has been in the financial services industry since 2010, where he started working at a boutique investment bank on Wall Street in New York. He works with high net worth families and focuses on financial planning and asset and risk protection strategies. As part of Legacy Wealth Management he is responsible for business development, client relationship management and planning.

Dario handles all operational aspects for the Legacy Wealth Management Group.  His goal is to exceed client expectations every day with the understanding that attention to detail is critically important.  Dario has over 10 years of experience and holds his series 7 and 66 licenses.  He graduated from the University of North Texas in 2003 and recently completed course work at Southern Methodist University to obtain a Certified Financial Planner designation in late 2014.  Dario and his wife Sharon reside in McKinney, Texas with their children Abigail, Tabitha, Luke, Aaron, and Hannah.