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10691 E Carter Rd, Ste 101, Traverse City, MI 49684 231-933-0631

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Team

 
I founded Legacy Financial Services to implement a philosophy of people-first planning. I am committed to providing extraordinary experiences for every Legacy client that walks through our door. I believe that the way to do this is to...

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Carolyn Weeks

Financial Advisor/Operations Manager

231-933-0631

As the firm’s Operations Manager, I’m responsible for the daily financial and operational aspects of Legacy. I’ve been in the role since 2001 and am proud to have played an integral part of building the firm. As of...

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I’ve spent my entire career in the financial services industry it is all I know and all I want to know. I joined Legacy in 2004 after a career in the non-profit and banking worlds. I relished the opportunity to join a firm that...

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Megan Schaub

Client Relationship Manager

231-933-0631

I joined Legacy in 2012 and feel very fortunate to work with such a wonderful group of people. I love getting to know our clients both professionally and personally through my daily interactions with them. My main responsibility is to...

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