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Legacy Certified Advisors™ and Planners
The founder of Legacy by Design, Kevin is Farm Journal's succesion planning expert for the Farm Journal Legacy Project.
As a Principal in Legacy by Design, LLC, Josh serves as liaison and trainer for Legacy Certified Advisors throughout the U.S.
Tom works with Legacy Certified Advisors to build a clear understanding of the issues involved, and helps to identify solutions for each family.
During Mike’s nearly 30 years in the industry, he has specialized in complex financial planning issues for high net worth client families.Learn more about Mike Cohen
With over 30 years of financial planning experience, Scott says, "My objective is to help my clients establish clear financial goals..."
With a BA from Yale and JD from University of Connecticut Law School, Joe provides 'back room' expertise for the Advisors.
A graduate of the University of North Florida, Chris has particular expertise in comprehensive financial planning.
Aaron brings a depth of expertise to the table for Legacy by Design client families.
Hank has earned a national reputation for helping clients work toward reaching their multigenerational financial planning goals.
Barbara is responsible for developing, designing, and implementing financial plans for client families.