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Legacy Planning Team

Legacy Planning Services
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Planning Oversight

 
 
 
 
 
 
 

 

 

Geoff Hakim, CFP®

MCM Wealth

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Planning Oversight & Charitable Giving

 
 
 
 

Kirk Loury

MCM Wealth

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Legacy Financial Assessment and Tax Exposures

Randy Fox

Two Hawks Family Off. Svc.

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Foundational & Advanced Estate Planning

Yaasha Sabba

Sky Unlimited Law

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Foundational & Advanced Estate Planning

 
 
 
Craig Stone

 

 

Stone Bybee & Associates, PLLC

 

 

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Insurance Services

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Jerry Vanderzanden

 

 

Wingman Strategic Partners

 

 

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