Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Mike has enjoyed an impressive 35-plus years in the financial services industry. He is co-founder and serves as the President of Strategic Legacy Advisors, Inc.
His client-centered perspective on financial services permeates all levels of his organization. "Our success is and has been directly related to our sincere interest in the financial well-being of all our clients. We expect to bring a tremendous amount of leadership and creativity to the relationship, and to develop a lasting partnership and friendship."
Memberships: The Pinnacle Group, & The Forum 400
Members of The Pinnacle Study Group (TPSG) are Top of the Table and/or Court of the Table members of the Million Dollar Round Table (MDRT). Qualifying membership in Court of the Table and Top of the Table is based on minimum sales production requirements and gross business generated within a year. TPSG members pay a fee to attend biannual meetings. Additional information may be found here: http://pinnaclestudygroup.com
Forum 400 consist of 400 life insurance professionals in the US. Members must qualify with $500,000 of annual personal financial services income produced with a significant amount from life insurance. Members pay an annual fee as well as proof of production. Additional information may be found here: http://www.forum400.org
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Executive Vice-President - Financial Advisor
Royce started in the financial services industry in 1993. He is currently a managing partner for Strategic Legacy Advisors, Inc. Royce specializes in creative estate and wealth transfer techniques, retirement income, tax strategies, and asset management.
Royce has continued his professional growth by attending several symposiums dealing with lifetime economic principles. Royce is committed to helping people understand "value-based legacy planning." He is convinced that more people can understand that legacy planning is not just for the wealthy and elite.
Matt follows in his father Mike's footsteps and has been in the financial services industry since 2009. He has primarily focused on the 401(k) plan arena and IRA Rollovers but is also a resource for comprehensive financial planning for individuals, including portfolio management, estate and tax planning, and life insurance brokerage. Matt hopes to develop and foster strong relationships with his clients by providing tireless service with authenticity and transparency. Matt holds Series 6, 7, 63 and 65 securities licenses and is registered in CA, CO, FL, IA, ID, IN, KS, MO, MT, NE, and SD.
Matt is also a co-owner of Cornerstone Investments in Bloomfield, IA.
In his spare time, Matt enjoys spending time with his wife Katherine and their four children, Matthew Jr., Elizabeth, Philip and Mary-Kate. If he's not sharing taxi driver duties with Katherine for the kids' activities, he really enjoys a round of golf, attending sporting events, or taking in some live music.
Memberships: The Heritage Study Group
Drew is passionate about helping people find the answers to their financial questions and concerns. There are a lot of moving parts in developing an individuals plan and by taking a holistic approach it allows for these components to work together. In the current world tax drives the bus and we make sure to account for all our clients' needs when we work together on any proposals.
Drew and his wife, Jessie, have two beautiful children, Josefina and Issabella. They enjoy going on outings, being active in the community, and enjoying the company of family.
Drew is also co-owner of Cornerstone Investments in Bloomfield, IA.
Matt has been working in the financial services industry for 10 years. As a financial planner, he provides advice and education on budgeting, saving, investing, insurance, taxes, retirement and estate planning. He focuses on tax planning and strategies to help clients save money by finding deductions, credits and creating financial plans to alleviate some tax burdens. By utilizing tax advantaged investment options, clients are able to save real dollars and continue to build wealth.
Addressing risk management is another important piece of his practice. He helps clients protect their finances from life events such as disability, long term care and death through a wide variety of insurance products. Each individualized to clients' needs.
In his time away from the office, he enjoys spending time with his wife Katie and two children, Lilly age 9 and Charlie age 5. They can be found exploring various places throughout Nebraska or visiting family in New York. Outside of family time, he enjoys coaching baseball and softball in the Omaha area or slicing balls around our many local golf courses.
Matt is also co-owner of Cornerstone Investments in Bloomfield, IA.
Connor comes to Strategic Legacy Advisors as a recent graduate from The University of Nebraska Lincoln with a degree in Business Administration where he was also a member of the Nebraska Football Team. Born and raised near Lincoln, NE, he is dedicated to serving clients that possess a strong sense of midwestern values.
He currently holds his Series 66 and Series 7 investment licenses and his Life and Health Insurance license through the Nebraska Department of Insurance. Connor currently plans on sitting for the CFP® Exam this August.
Outside of the office, Connor enjoys spending time with his four brothers watching Husker Football, spending time outdoors, and traveling.