Our Firm

Legacy Financial Planning has been built on the ideals of two people; Tammy Mogilski and Brian Bedford.  Tammy and Brian developed their partnership in 2000, when a common vision and a strong work ethic brought them together. 

Our success is based on:

  • history of social responsibility
  • strong leadership
  • sound investments
  • delivery of innovative products and services  

The associates of our firm are committed to delivering superior service and look forward to working for you.