I became an advisor because I wanted to do something where I could make a difference for not only my family, but for many other families as well. After 25 years in the business, I am still an advisor because I love the planning and educational aspects. In any given year, the average family will spend more time planning a vacation than they will spend planing their retirement or children’s college education. It’s just not an easy or exciting thing to think about. I take a holistic approach to each family’s goals in regards to their finances and incorporate budgeting, risk management, and cash flow into each investment management plan. I specialize in retirement and income planning for pre-retirees and retirees, as well as accumulation and asset protection for high net worth individuals. Since marrying a physician in 2013, I have become acutely aware of some of the unique needs of this profession and I strive to be the resident expert in financial planning for physicians.

I started my career in 2000 as a Fixed Income Marketing specialist with Edward Jones in St. Louis, MO. After four years of educating new Financial Advisors on fixed-income investing and meeting more than 1,000 retired investors across the country, I decided to begin my own practice in Wilmington, NC. In the fall of 2008 I left Edward Jones and started Legan Wealth Management, LLC, and a year later joined the team at Haines Financial, LLC, which is now known as The Wealth Plan Company.

Degrees, Certificates and Designations

– BS in Marketing Management from Missouri State University in 2000
– AAMS® – Accredited Asset Management Specialist from the College for Financial Planning in 2003
– AWMA® – Accredited Wealth Management Advisor from the College of Financial Planning in 2010
– Certificate in Financial Planning from the University of Georgia in 2014
– CFP® – CERTIFIED FINANCIAL PLANNER™ designation from CFP Board in 2014

Todd and I were married on Wrightsville Beach in 2013 and we started our family in early 2015.  We were blessed with three children who have been an absolute joy and sometimes make appearances with me in Wilmington when I routinely come to meet with clients. We spent the first five years of marriage in Shreveport, Louisiana and then four years in the Tampa Bay Area in Florida. We have now settled into the Winston-Salem area and expect to call it home for many years.  In our free time, we enjoy being outdoors, days on the beach, hiking in the mountains, church activities, spending time with family and friends, participating in local events, and good food.