About Our Team

^{About Legacy Tree Financial}Helping You Build, Grow, and Protect Your Legacy

We take a holistic approach to financial planning, helping business owners and individuals create strategies for retirement income, wealth preservation, and tax efficiency. By understanding your goals and values, we develop personalized solutions that adapt as your life evolves, ensuring long-term financial success.

^{Meet Your Team}Who You’ll Be Working With

Adam Mahoney, ChFC®

Founding Partner | Legacy Tree Financial

Brandon Dangler

Founding Partner | Legacy Tree Financial

^{Contact Us}We Want to
Hear From You

We’re excited to learn about your financial goals and how we can help. Let’s connect and start planning a secure future tailored to your needs. Whether you're just beginning or ready to refine your strategy, we're here to help every step of the way.

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About Legacy Tree FinancialHelping You Build, Grow, and Protect Your Legacy

Meet Your TeamWho You’ll Be Working With

Adam Mahoney, ChFC®

Brandon Dangler

Contact UsWe Want toHear From You

^{About Legacy Tree Financial}Helping You Build, Grow, and Protect Your Legacy

^{Meet Your Team}Who You’ll Be Working With

^{Contact Us}We Want to
Hear From You