Meet Our Team
Managing Partner, Investment Advisor Representative, Financial Advisor
Josh is an energetic and passionate person who enjoys helping others and making a difference in people’s lives. He strongly believes in helping others and taking care of family. Josh initially started in the insurance business before graduating from college. During this time he earned his life insurance license. He then moved on to graduate from the University of Central Florida in 2013 with Bachelor of Science in Finance. He finished 2nd in the UCF college of Business competition, which helped propel his career as a Registered Representative before forming Family Legacy Financial Solutions. Josh is now a Financial Planner and Managing Partner of FLFS, holding his Series 65 security registration.
Managing Partner, Financial Advisor
Todd is an Investment Manager and CCO at Family Legacy Financial Solutions holding his Series 7 & 66 security registrations. Caring for his elderly father who suffers from Alzheimer’s, makes Todd uniquely qualified to speak to the financial and emotional importance of having a well-rounded and flexible plan. Todd’s father who help him get started with investments at the age of 18, taught Todd that discipline and persistence are keys to being a successful investor in the long term. Todd believes that too often in finance industry clients are led down the wrong path because of the conflicts of interest that are inherent to the field. This was the impetus to start Family Legacy with its core values at heart. Away from his business, Todd enjoys cooking, astronomy and sharing experiences with his family and friends. Todd is happily married to his lovely wife Jessica and has two beautiful daughters Katelyn and Sarah, and 2 wonderful sons Jacob and Ethan.
Gary holds a Bachelor of Science degree in Electrical Engineering with a minor in Computer Science from the Ohio State University and has worked extensively in the telecommunications industry. Although he learned about managing personal finances for his own benefit, over time he turned to wanting to help others after witnessing divorce due to crushing debt, loss of retirement savings, and inappropriate selling of financial products. These examples exposed two critical needs: education and advocacy. In 2013, Gary became a council member of a financial ministry that creates and presents financial literacy material to adults and youth in the community. The experience has strengthened his resolve to bring financial education to the general public. Gary is married to his lovely and talented wife, Janet, who has four grown children. In his spare time, he enjoys tennis and volunteers at his church as a grade school mentor and a member of a racial harmony committee.
Ken is an insurance veteran of almost twenty years, the last ten of which he owed his own business. He has experience in almost all areas of life and health coverage but most recently has been almost exclusively working in the area of Medicare. As a broker, Ken is contracted with dozens of carriers in North Carolina as well as nine other states which gives him the ability to find the most ideally suited coverage for people. On the personal side, Ken was born and raised in Connecticut and lived there for fifty-five years before moving to North Carolina in 2014. He is married to Lydia and they have three married children and six grandchildren. A former high school football & softball coach for 16 years, Ken loves sports, golf, and working out.
Member Services Specialist
Robin is a graduate of UF with a BA in Elementary Education. She also has a degree in Interior Design & Architectural Communications from Broward College. Robin has devoted 33 years of her life to teaching children, future teachers, parents, and colleagues. Regardless of to whom the lessons were intended, she enjoyed every moment teaching in South Florida. Unfortunately, in 2015, after a stellar 32 year career, she had to make the difficult decision to retire. Ultimately, in order to help care for her father, who was stricken with Alzheimer’s disease, she moved to North Carolina. Fortunately, her two children, Josh and Maura, followed her. As the current operations manager of FLFS she demonstrates her versatility helping run the company owned by her brother and son. Robin states “It has truly been a new, learning experience for me at this stage of my life, but so such fun at the same time”. In her spare time, she likes to read, scrapbook, travel, and spend time with her new and first granddaughter, Harper!
Audrey Smith has over ten years of experience as an Office Manager overseeing the executive team of a Fortune 500 company. Prior to executive management, Audrey had over 15 years of experience in corporate money management. She recently joined Family Legacy Financial Solutions and specializes in administrative technology. Audrey is a powerful force in the workplace and uses her positive attitude and tireless energy to encourage others to work hard and succeed. Audrey is originally from the Tampa Bay Florida and moved to North Carolina with her husband of 16 years and their 2 children in 2012. In her free time, Audrey likes to watch hockey with her family, travel to new and interesting places, go camping in the family camper, hike, and see live music.
Marketing Operations Intern
Lauren is a senior at North Carolina State University studying Communication with a concentration in Public Relations and minoring in Business Administration and Political Science. She is from Youngsville, North Carolina, and has been living in the Triangle area her whole life. Along with her studies, Lauren is an active member of her sorority, Pi Beta Phi. She is excited to combine her knowledge of Public Relations and Business during her internship at FLFS. In her free time, Lauren enjoys spending time with her friends and family and trying new restaurants around the Triangle.