I have over 20 years of experience in the financial services industry and have been with The Legend Group since 2002. In addition to working as an independent advisor, I offer income tax preparation services through my company, MGK Tax Advisors, Inc.
As an independent financial advisor with a strong tax background I am able to offer a wide variety of products and services that help my clients meet their individual goals. One of my goals is to educate my clients about their investments and create a financial road map leading them to achieve their financial goals.
I am a life-long resident of the Rochester area, currently living in Webster, NY. I am also involved in the community in many different aspects. I am involved in local charities and not-for-profit groups. I also enjoy boating, especially in the Sodus Bay area and Lake Ontario.
- Graduate of SUNY Cortland
- Certified Retirement Counselor (CRC®)
- Certified Retirement Education Specialist (CRES)
- Holds Licenses 6 and 63 registrations
- Life and Health Insurance Licenses
- Durable Income Strategies
- Retirement Income Planning and Implementation
- Retirement Planning
- Saving for the Future
- Investing Made Simple
- Lakeshore-Rochester Kiwanis Club
1880 E Ridge Rd, Suite 1A
Rochester, NY 14622
Registered in CA, FL, GA, ME, NY, SC, TX
MGK Tax Advisors, Inc is not an affiliate of The Lincoln Investment Companies. Tax services are not offered through, or supervised by, The Lincoln Investment Companies.