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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.


Michael P. Kopko, CRPC


(810) 579-1100

(810) 603-2125

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.

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Emily Linton

Operations Manager

(810) 579-1100

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