About Us

The origins of our firm date back more than 25 years, when one individual had the vision to break away from a large financial institution and create something different — a financial planning practice centered on deep relationships and truly comprehensive advice. From the beginning, the goal was simple but powerful: to provide thoughtful, personalized strategies in an increasingly complex retirement landscape.

More than two decades later, that vision remains strong. Two key partners — Logan, with nearly a decade at the firm, and Debbie, with more than 20 years of service helping shape its culture and direction — recognized the importance of ensuring the firm’s long-term success. After years of careful consideration, they chose to usher the practice into a new era.

In 2026, the firm proudly rebranded as Legacy Roots Wealth Management. This new name honors our long-standing roots in the local community and our founder Hugh’s decades-long commitment to helping clients build sound financial plans so their personal and financial legacies can live on. While our name has evolved, our culture, values, and vision remain unchanged.

Today, we are dedicated to guiding retirees through the next chapter of their financial journey with clarity, confidence, and care. With the continued support of our growing client base, the future of Legacy Roots Wealth Management has never been brighter. We remain deeply committed to delivering a high-value, relationship-driven financial planning experience for generations to come.