Greg Taylor has served and educated retirees for over 20 years. Over the years his focus has been on Complete Retirement Planning. He has a passion for solving these problems facing retirees today. Greg’s CPR process is designed to uncover potential problems or “cracks” in your planning and to provide solutions to fix them.
Greg is the author of Amazon’s best-selling book, Winning Retirement. He has been featured in many publications, such as the Wall Street Journal, USA Today, The Columbus Dispatch, Yahoo Finance, Fortune and many more. Greg has also been featured on FOX, NBC, CBS and ABC. He frequently teaches public financial classes that focus on the core aspects of retirement planning. Greg was asked to speak at an economic summit in New York City with Steve Forbes. You can hear Greg’s radio show on 610 WTVN, 98.9 The Answer and 880 WRFD.
Greg has extensive knowledge and experience to help pre-retirees and retirees develop a comprehensive plan to protect against taxation, inflation, a long term illness, and outliving your retirement savings. Greg credits his success as a retirement coach to his passion for helping others, his pursuit of providing financial security in the golden years and his commitment to client satisfaction.
Kristin is a graduate of The Ohio State University with a degree in Management. She is a Licensed Insurance Agent and the Vice President of Legacy Retirement Group. With previous experience in the advertising, hotel, and restaurant industries, she has been in financial services for eight years. Kristin’s focus now is to provide insight to our client support systems and ways to maintain an efficient office. She also manages the payroll, expenses, and bookkeeping of the company. Outside of work, Kristin likes to spend time with her husband and three sons, Christian, Cameron, and Jaden. She also enjoys photography, golfing, and skiing.
Amanda is a graduate of the University of Toledo with a Bachelors of Marketing degree. Amanda manages the efforts of our entire team. She plans our special events and is responsible for all of our marketing. Her inner drive to improve and her ability to multi-task make Amanda a vital part of our team. She enjoys spending time with her family. Her hobbies include doing bridal and contemporary makeup.
Alicia is currently pursuing a Bachelor’s degree in Business Administration at DeVry University. Her role is to help our families as they transition to our firm, as well as, provide continued support for their accounts. Alicia’s attention to detail and desire to provide exceptional service to our families, make her a valuable member of our team. Alicia is married with 4 children and she loves to spend her free time with her family. She also loves to cook and paint.
Trisha is the one who answers your call or greets you when you visit our office. She has many responsibilities from administrative duties, assisting with events, maintaining the team calendar and providing a great experience for the families she serves in our practice. Her humble spirit and willingness to learn make Trisha an important member of our team. Trisha loves spending time with family and helping run the light and visual department in her church. Her hobbies include cooking, decorating and poetry.
Don Sharpnack is a Wealth Manager specializing in complete planning and asset preservation for families and retirees. He is a graduate of Hiram College and has transitioned after years of serving the tax needs of clients, to building a reputation as a Financial Planner who is a personally engaged problem solver. Don’s approach is transparent and educational and he is a wonderful asset to our team.