Kevin W. Murphy
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 13 years. As of September 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 seven 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 clients' dreams. Kevin spent the first decade of his professional career helping private corporations and local communities identify and prioritize multimillion-dollar capital improvement projects, which involved assisting in budgeting, financing, and execution. His desire to shift his focus to individuals and their success led him to 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 clients' 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 clients’ estate planning and accounting pursuits in their financial planning endeavors. https://www.washtenawepc.org
Kevin has also been honored to serve on the Board and Finance Committee of a critical Non-Profit that provides tutoring, meals and housing to at-risk families and their children in Washtenaw County via Peace Neighborhood. https://peaceneighborhoodcenter.org
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® and has his life insurance license. He lives in Ann Arbor with his amazing family, consisting of his wife, two daughters, and three sons. Their favorite activities are going for “adventure hikes,” cycling, and swimming.
*Based on annual production.
Toni Wander, CPA, CFP®, CIMA®, CSRIC®
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, and 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.
Matt Weber is passionate about understanding clients’ financial needs and hearing about their future goals. He joins us with seven years of experience in banking. He holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®. Matt thrives when he can teach others about finances and has shared his love of teaching with the Ann Arbor community through financial education courses for the past several years. In this role, he is thrilled to be part of the Legacy Wealth Partners team with Kevin and Toni.
Matt is a graduate of the University of Michigan with a bachelor's degree in economics. Since graduating, Matt has led a myriad of backpacking, rock climbing, and ice climbing adventures for the University of Michigan as a way of giving back to the university. He currently lives in Ypsilanti with his intelligent and beautiful wife. They are both actively involved in their local church. In their free time, they love going kayaking, hiking, and being outdoors.
There are many things that have shaped me in my life, but there are two things that I think are important for you to know about me.
First, from an early age, I was involved in team sports. I loved working together with my cross-country, basketball, baseball, and track teammates to achieve our goals as we chased success together. I was also blessed to have amazing coaches who set challenging goals and helped me push past limits that I didn’t think were possible myself. Through great coaching and a lot of hard work, individual and team success was achieved and even some state championships were won.
Moving on to college at the University of Michigan, I was yet again blessed to be able to continue my academic and running career. In this space, I was pushed to my limits each and every day while running with some of the finest middle-distance runners in the country, some of whom would go on to represent their countries in future Olympic Games. I also met my amazing wife, Nicole, here, and our UM athletic experiences taught us how important it is in life to always work hard, to give it your best, and that good coaching matters. I wasn’t the fastest runner, but by choosing to surround myself each day with the best, it pushed me to become better myself. I continue to live by these principles I learned in my college years.
Second, in April 2005, my dad shared the earth-shattering news with me that he had terminal cancer and had little time to live. My dad was one of my heroes and had taught me all about the principles of money and how to manage it from a young age. I was already out of the house, but my mom and youngest brother were still at home. I remember asking my dad, “Are Mom and Doug going to be OK?” He assured me they would be because they had been executing a plan for years. He died later in 2005.
Through the grief of losing my father, I can relate to others who have experienced loss in their lives. Losing my dad at age 55 came with a lot of legal and financial challenges for our family, and I have a lot of empathy for others who have suffered loss and who must now try to revise their financial plans for a future that seems impossibly different than the one they envisioned. This life event led to a new-found passion for making a career of engaging with others around money topics. And since 2006, I have been engaged in the financial services and fundraising industries, helping others in these ways.
Outside of work, you’ll find me and Nicole coaching cross-country and track in Saline, Michigan. Well past our prime, we are now in the role of being able to help young runners, including our own kids, set goals and find the joy of discovering that they indeed can reach those goals if they keep working hard. In addition to coaching, I invest time into college students, the future leaders of our country, by sitting on the board of the A2 Missionary Fund. The missionaries that this Fund supports help college students discover purpose and meaning in life, just as I did in my college years. Last, I have personally remained very active. At this stage in life, that is primarily on my bike. I love riding the hundreds of miles of dirt roads and trails in Washtenaw and the surrounding counties with others. It helps keep me mentally sharp with all of these other responsibilities I have in life!
So now that you know some about me, I would love to learn more about you! How can our team here at Legacy Wealth help you? Let’s sit down together and talk.