Kevin W. Murphy
Senior Partner and Wealth Advisor
Kevin Murphy has had the privilege of walking with and guiding clients through some of the most challenging and exciting times of their lives for the past 11 years. As of 9/30/2014, Kevin was ranked No. 14 among his former broker/dealer nationwide in advisory managed assets. He has received top advisory managed asset awards from his former broker/dealer for the past 7 years* and has presented at national conferences regarding the value for clients in implementing Kevin’s comprehensive advisory focused approach. He utilizes a unique approach to discovering each client’s lifetime and legacy aspirations and deploys the associated tools to work toward achieving those objectives. His direct hand in the Investment Team allows for collective and local decision making on the quality of investments utilized to support his client’s dreams. Kevin spent the first decade of his professional career helping private corporations and local communities identify and prioritize multi-million dollar capital improvement projects, which involved assisting in budgeting, financing, and execution. His desire to shift his focus to individuals and their success brought him to ultimately co-found Legacy Wealth Partners where he is able to examine each client's unique situation and provide them with a comprehensive investment strategy.
Helping local communities thrive is one of Kevin’s passions. He has an opportunity to do this in helping chart his client’s financial success, which allows them to pour back into the community. Following this theme of empowering communities to thrive, Kevin serves on the Board of the Washtenaw Estate Planning Council, which is a group that focuses on enhancing client’s estate planning and accounting pursuits in their financial planning endeavors.
Kevin is a graduate of the University of Michigan with a bachelor's degree in engineering. He holds FINRA Series 7, 63, and 65 securities registrations through Commonwealth Financial Network® has his life insurance license. He lives in Ann Arbor with his amazing family consisting of his wife, two daughters, and two sons. Their favorite activities are going for “adventure hikes”, cycling, and swimming.
*based on annual production
Toni Wander, CPA, CFP®, CIMA®
Senior Partner and Wealth Planner
Toni's clients benefit from her 30 years of experience in all aspects of financial planning, including taxes, estate planning, retirement, investment management, cash flow management, education, and insurance risk management. Toni started her financial career at Tisch Incorporated, an independent investment and insurance firm in Ann Arbor, during which time she studied and received her CFP® certification. After earning her Master of Accounting degree, she joined Plante Moran and helped high-net-worth individuals manage their portfolios and complete their tax returns. She then moved to the banking industry to build and lead the wealth planning department in a local community bank. Co-founding Legacy Wealth Partners is the culmination of her in-depth experience in insurance, taxes, investments and financial planning, and she is thrilled to be independent, working to assist clients in developing and fulfilling their dreams.
Toni received her BA in philosophy, summa cum laude, from the University of Michigan in 1988, and her Master of Accounting degree from Eastern Michigan University in 1998. Toni is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Public Accountant, Certified Investment Management Analyst (CIMA®), and received training in collaborative divorce. She has been awarded "Outstanding Service to the Collaborative Practice Institute of Michigan," and listed in "Who's Who in Executives and Professionals."
Toni lives in Ann Arbor with her husband and has two grown and successful children. She is active in her church and sings in the church choir. She enjoys vacationing in Northern Michigan where she can climb sand dunes, hike in the woods, and spend time with friends and family.