Life & Legacy Wealth Advisors

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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

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Advisors

Advisor photo for Michael Klassa

Michael Klassa

CFP®, CRPC, ChFC®, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Michael Klassa's website


Team

Amy P. Hayes

Amy P. Hayes

Executive Assistant

Melissa K. Frantz

Melissa K. Frantz

Paraplanner

Trina S. Klassa

Trina S. Klassa

Marketing Consultant

Roles & Responsibilities

  • Community Liaison
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Richard Kidwell

Richard Kidwell

Paraplanner,

Financial Planning Specialist