 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
 |
 |
|
|||||||||||||||
 |
 |
 |
 |
 |
 |
 |
|
||||||||||
About Our People
Tony is a member of the Financial Planning Association (FPA). He has conducted symposia on Qualified Plans and Rollover IRAs and is a monthly contributor to the Independent Investor financial periodical. Tony was a Co-Host on the Financial Radio program "Your Business Matters" focusing on Financial Matters affecting Companies and Individuals up until 2000. Tony began his Financial Services career with a major Fortune 500 Financial Planning and Asset Management company prior to co-establishing the firm. Tony graduated from Valdosta State University in 1983 with a BA in History/International Studies. He has previously served on various boards and advisory committees throughout south Florida. Tony resides in Davie with his wife, Lisa, and children, Tyler and Landon. Tony DuBose has been admitted to the Paladin Registry. Read More >
Dwight enjoys working with business owners. Being a business owner himself since 1978, he understands the particular insights and challenges that face all entrepreneurs. Shareholder Protection and Estate Planning along with Asset Management are the primary areas that Dwight has focused his practice. "As I have been building my practice," Dwight says, "I have only looked for business that was a relationship. I have never been interested in a transactional client" Although Dwight is an amateur magician, he maintains that successful financial management only requires the magic of honesty, hard work, and communication. If you are unsatisfied with your existing relationship, give Dwight a call.
Paul Goldbach is an Independent Financial Advisor affiliated with LPL Financial, the largest independent broker dealer in the nation*. He founded his financial planning practice in 1983 and works extensively in the areas of Comprehensive Fee Based Financial Planning & Asset Management, and Alternative Investments. He believes that weaving personal values, convictions, and dreams into the financial planning process leads to true wealth, rather than just the accumulation of material assets. Many advisors provide investment management services. Yet few successfully integrate them into a total wealth management offering. Paul provides his clients financial, investment, and estate planning solutions that work together to support their unique needs and objectives. A resident of South Florida since 1974, Paul resides in Coral Springs, Florida with his wife of 25 years, Diane. He and Diane have 2 children, Whitney and Spencer who are both attending Florida State Universities. Paul is also an avid musician/guitarist who continues to compose, record, and perform. He is actively involved in the music ministry at his church at Calvary Chapel Ft. Lauderdale.
Sonja Koppenwallner, CERTIFIED FINANCIAL PLANNER™ and Wealth Advisor, has been working with clients to accomplish their financial goals since 2005. Her areas of specialty include, but not limited to: Wealth Management and Strategic Asset Allocation, Retirement Planning, Protection Planning, Tax Strategies, Work Benefit Analysis, Divorce Planning and Estate Planning. Sonja’s extensive knowledge, guidance and experience help clients define their financial goals. With the client in mind, she formulates a personalized plan that includes all areas of financial planning and is based on their specific needs. Sonja believes that the keys to success include a systematic implementation and follow-up process of the financial game plan. Her desire to educate clients and ability to communicate empowers clients with confidence about their financial situation. From individuals and families to businesses and corporations, Sonja can help you with your financial goals. Sonja graduated from Wesleyan University, Middletown, Connecticut with Honors in Psychology and began her career in the Financial Services Industry in with one of the largest Financial Planning Firms prior to joining the Legacy team. In 2008, she acquired the prestigious CERTIFIED FINANCIAL PLANNER™ designation, which is the recognized standard of excellence for financial planning. She resides in Plantation, Florida, and competes at the local, national, and international level in Triathlon. If you are open minded to a second opinion regarding how you might better yourself financially give Sonja a call at 954-414-0907.
The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, GA , IL, KY, MA, MD, NC, NJ, NV, NY, OH, OK, TN, TX, VA. Securities and Fee Based Planning Offered through LPL Financial. A Registered Investment Advisor Member FINRA/SIPC
|
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||
Tony DuBose, Managing Principal of the firm has worked extensively in the areas of Investment and Retirement Management, Strategic Asset Allocation, Corporate Benefits, Life Insurance Solutions, Tax Strategies and Fee-Based Financial Planning and Asset Management since 1995.
Born in Chicago, Dwight and his family have resided in South Florida for over 40 years. He is married to Debi and has two boys, Daniel and Ryan. He lives in Weston, Fl where he is active in the YMCA and his church, St. Paul Lutheran. He is also the founder of the Business Resource Group of South Florida, a non profit group working with business owners. Dwight had volunteered his time to the WLRN Radio Reading Service for the blind. He was the co-host of a syndicated financial radio show called "Your Business Matters". He also has spent over 15 years serving on the Orange Bowl Staging Committee.
