Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Life & Legacy Wealth Advisors
Team photo for Life & Legacy Wealth Advisors

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Our advisors

Advisor photo for Dan Sherry

Dan Sherry

MBA

Associate Financial Advisor

Learn more about Dan Sherry Visit Dan Sherry's website
Advisor photo for Michael Klassa

Michael Klassa

CFP®, CRPC, ChFC®, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Michael Klassa Visit Michael Klassa's website
Advisor photo for Nathan William Bond

Nathan William Bond

Associate Financial Advisor

Learn more about Nathan William Bond Visit Nathan William Bond's website


Our team

Melissa K. Frantz

Melissa K. Frantz

Paraplanner

Richard Kidwell

Richard Kidwell

Paraplanner,

Financial Planning Specialist
Trina S. Klassa

Trina S. Klassa

Marketing Consultant