Broker Check

Our Team


Partner and Financial Planner  | (407) 391-1400  |

Shane E. Larson is an accomplished professional with over ten years of experience in our complex and continuous changing financial industry. He is passionate about building long-term relationships with his clients, helping them to attain their financial goals and objectives.

Shane holds a Bachelors Degree with a major study in Finance and Risk Management. In addition, Shane is also a CERTIFIED FINANCIAL PLANNER™ certificant and has earned his Chartered Financial Consultant designation. Currently Shane has his Series 6, 7, 63, 65, Variable Annuity, Life and Health licenses, and licensed in Property and Casualty. Additionally, Shane is an Investment Advisor Representative.

Having worked in financial services since 2007, Shane has had the opportunity to witness many changes. One of his greatest pleasures is sharing those experiences with the attendees of his Financial Strategies for Successful Retirement (FSSR) seminars. Shane has had the pleasure of teaching FSSR in Seminole, Volusia, and the University of Central Florida adult continuing education programs. Other locations of instruction have included NASA and a number of other corporate sites via employee assistance programs.

Shane has lived in Central Florida for over 30 years and enjoys sharing it with his wife, Danielle and his sons, Easton and Dylan. He is also a dedicated parishioner at All Souls Catholic Church, and enjoys playing softball and running.


Financial Planner  |  (386) 673-9373  |

Todd has been a Financial Services Representative since September 1993 and has over 26 years of experience in the financial services industry. He graduated from the University of South Florida with a BS in Finance. Todd provides financial advice in regards to retirement planning and investment strategies. He works with each of his clients to create a financial safety net, to help protect them against uncertainties. Currently, Todd holds his Series 6, 7, and 63 registrations as well as his Variable Annuity, Life, and Health Licenses. He teaches “Financial Strategies for Successful Retirement” and “Financial Management” seminars throughout Florida at Universities and other corporate sites via employee benefits programs.

Todd lives in DeBary, Florida, with his wife, Lisa, and son, Liam. He enjoys spending time with his family and friends, playing golf, and traveling.

Halie Piper

Client Support Specialist

Halie was born in Indiana and moved to Florida when she was seven years old. She enjoys fishing and working out in the gym. Halie is also a Certified Swim Instructor and studied Business Administration at the University of South Florida. As a Client Support Specialist, Halie thrives on the daily client contact. She has been a staff member of Financial Legacy Advisors since 2017 and looks forward to working with and meeting new clients.

David Rich

Client Support Specialist

"Dave" is a highly motivated professional after careers of 22+ years as a Hospital Corpsman with the United States Navy, 10 years of Pharmaceutical Sales, and 8 years of Pharmacy Computer Implementation Services. He provides exceptional organizational skills to Todd's practice handling Electronic Systems Management and Client Communications. Dave is a long-time resident of Volusia County, in Central Florida, enjoying and sharing life with his wife, Debbie.

Laura Rod

Administrative Assistant

Laura was born in North Carolina and moved to Florida when she was six years old. She enjoys spending time with her husband and two kids, baking, and going to the beach. Laura has a bachelor’s degree in Family and Child Development from Florida State University. As an administrative assistant, Laura enjoys connecting with clients and assisting the team with the needs of the office.