Experienced, passionate, and always focused on your best interests
Jeffrey A. Perryman
Financial Adviser
(CA Insurance Lic #OI45833)
Since 1989, I have been assisting high net worth individuals and successful business owners with their financial growth. With the belief that preserving and growing wealth requires sound counsel in a number of areas, I will combine my financial planning expertise with a network of professional resources including accounting, estate planning and investment specialists to serve a broad range of client needs. Through a collaborative process, we work with you as well as your other professional advisers to provide individualized plans that address specific needs and maximize unique opportunities.
I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.
Amanda Phelps
Licensed Service Assistant
As a licensed service assistant (LSA)for Legacy & Wealth Professionals, LLC. Amanda oversees client relationships and ensures that you receive a superior level of service. Amanda is responsible for coordinating functions within the Planning Team. She brings a plethora of experience from her background as a former Registered Representative of NYLife Securities, LLC.
She empowers Legacy & Wealth Professionals clients to create and invent their own future though our planning services. Integrity and compassion are her fundamental values. She has access to the Advanced Planning Group - a premier planning team with expertise in law, accounting, financial planning and insurance. As well as, Jeffrey's alliance with The Nautilus Group®. Access to these resources brings experience, value and insight to your situation in assisting you with your business and estate planning needs.
Amanda is a Colorado native and alumni of University of Northern Colorado and The Monfort College of Business. Amanda, her husband Ryan and their 7-year-old son enjoy the beautiful Colorado outdoors with their 2 dogs, Flo & Kiss Kiss.
