Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s the best approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

James Moshenko, CFP® CRPC

President

(810) 579-1100

james.moshenko@lpl.com

As the senior advisor of Legacy Consultants Wealth Management and an independent financial advisor with LPL Financial, Jim has the opportunity to offer objective advice and effective solutions.

Michael P. Kopko, CRPC

Vice President

(810) 579-1100

michael.kopko@lpl.com

As an independent advisor with LPL Financial, Michael is able to provide investment management, retirement planning, estate and tax planning, as well as social security analyses to individuals, families and businesses.

Brittany Waterson, AWMA®

Accredited Wealth Management Advisor

(810) 579-1100

brittany.waterson@lpl.com

Brittany joined the practice in 2006 as an administrative assistant. Since that time, Brittany has contributed to the evolution of the practice in the areas of customer service, technology integration, and financial planning.

Emily Linton

Operations Manager

(810) 579-1100

emilys.linton@lpl.com

Emily joined Jim Moshenko at LPL Financial in 2005 to manage the office, handle customer inquiries and problem resolution.

Barbara Sharpe

LPL Registered Administrative Assistant

(810) 579-1100

Barbara joined Legacy Consultants in 2010 as an Administrative Assistant to provide operational and administrative support. Her vast financial background has allowed her to continue to exceed clients’ expectations.

Natalie Butler

Assistant Marketing Director

(810) 579-1100

Natalie joined Legacy Consultants in May 2013 as an Administrative Assistant and Receptionist. Since that time she has been promoted to Assistant Marketing Director.