12410 Milestone Center Drive,
As your financial coach, we're here to help guide you through retirement.
The team behind Legacy Capital Planners, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Co-Founder and Financial Coach
Since entering the financial services industry in 1999, Todd has dedicated himself to helping retirees pursue their future goals. He specializes in investment management, retirement income planning, estate planning, long-term care and tax planning.
Todd started his career at John Hancock Financial Services in McLean, Virginia, helping clients protect themselves against the high cost of long-term care. He then moved to New York Life, where he was trained on portfolio and asset management. From these experiences, Todd created a business philosophy he instills in his clients still today: Keep things simple, protect your income and do not take large drawdowns on your investment dollars.
Todd specializes in investment management, retirement income planning, estate planning, long-term care and tax planning. He received his Bachelor of Science in business from Widener University in Chester, Pennsylvania. Todd is an Investment Adviser Representative, having passed the Series 65 securities exam, and holds his life and health insurance license in Washington, D.C.; Maryland; Virginia; North Carolina; and Florida.
Originally from Montgomery County, Todd grew up in Silver Spring, Maryland. He and his wife, Danielle, live in Adamstown, Maryland, with their three children, Gavin, Landon and Payton, and their dog, Ryleigh. In his spare time, Todd enjoys camping, cooking, fishing, golfing and coaching his sons’ Little League teams.
A financial advisor since 2000, Michael is experienced in the following areas: financial planning, retirement planning, income planning, tax planning, asset management, risk management and long-term care planning.
Michael graduated from the University of Maryland with a Bachelor of Arts in economics. He then earned the designations of Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) from The American College of Financial Services in Bryn Mawr, Pennsylvania. This rigorous course study helped hone his knowledge of investments, insurance planning and estate planning.
Michael has passed the Series 65 securities exam and is licensed in life and health insurance in Washington, D.C.; Colorado; Delaware; Florida; Georgia; Maryland; Oklahoma; Pennsylvania; Rhode Island; Virginia; and West Virginia.
A native of Montgomery County, Michael grew up in Germantown, Maryland. He and his wife, Regina, live in Urbana, Maryland, with their children, Emily and Matthew, and their Shih Tzu's - Gizmo and Bennett. Outside of the office, Michael enjoys golfing, boating, cooking and watching Maryland Terrapins football and basketball.
Patrick entered the financial services industry in 2011. Patrick has dedicated himself to helping retirees pursue their future goals. He specializes in Federal Retirement, Medicare, Investment Advising and Financial Planning.
After college, Patrick began his career at PNC in Potomac, MD, helping clients with retail and business banking. After a few years at PNC, Patrick briefly changed careers to work as an Information Technology and Home Remodeling Consultant. He met Todd Baker and Michael Ausherman in 2017 and joined their team in 2019.
He has studied economics and finance at the University of Maryland Baltimore County from 2007 to 2011. Patrick is an Investment Adviser Representative, having passed the Series 65 securities exam, and holds his life and health insurance license. He is in the process of earning a Chartered Financial Consultant designation with the American College of Financial Services.
Patrick was born and raised in Montgomery County, MD. He and his wife, Himani, currently reside in Germantown, Maryland, with their dog, Lucy. Outside of being a financial advisor, Patrick enjoys training as a third-degree black belt in Tang Soo Do, playing the bass guitar, and traveling to his wife’s home country of Nepal.
firstname.lastname@example.org | 240-395-1060