About My Legacy Brokerage

Founded on trust, transparency, and fiduciary care, My Legacy Brokerage helps clients make confident decisions at every life stage. We pair rigorous planning with attentive service—coordinating investments, insurance, tax considerations, and estate strategies into one cohesive plan.

Our independent model means our advice is objective and aligned with your best interests. Your goals define our roadmap.

Ava Carter
Managing Partner

Michael Lee
Senior Advisor

Sofia Patel
Insurance Specialist

Daniel Brooks
Business Consultant