“It’s your values as well as your valuables.”
Fred and his partner, Keith, started Legacy Wealth Group because they share a vision that wealth goes beyond financial assets. Their approach involves meaningful conversations with clients to help find where their values and wealth intersect.
Fred has been helping clients pass wealth from one generation to the next since 1994. He’s a graduate of Northwestern College with a BA in business administration with a focus in finance and management. He attained professional certification as a CERTIFIED FINANCIAL PLANNER® practitioner in 2000 from the College for Financial Planning in Denver, CO.
In 1997, he married his wife, Michelle, and they have three children: Logan, Raena, and Tessa.