Who We Are
A team that believes every family deserves access to the same financial strategies the wealthy have always used.
Our Mission
CMS Legacy Builders was founded on a simple belief: that financial education and access to quality financial products shouldn’t be reserved for the wealthy. Most families are working hard, paying taxes, and trying to get ahead — but nobody ever showed them the strategies that actually work.
That’s what we do. We sit down with families, educate them on how money grows, how it’s taxed, and how to protect it — and then we build a plan. As a proud Independent Affiliate of GFI, we have access to 25+ Fortune 500 financial institutions and can find the right solution for any situation.
Our consultations are always free. We charge the institutions, not the families.
Our Values
Education First — We teach before we sell. If you understand your options, you’ll make the right decision for your family. That’s how trust is built.
No Agenda — We’re non-captive. We don’t have a product quota or a company pushing us toward one solution. We find what’s best for you.
Integrity — We tell you the truth about where you stand financially, even when it’s uncomfortable. You deserve honesty, not a sales pitch.
Community — We are your neighbors. Our goal is to help 100 million families by 2030 — and we start right here, in our own backyard.
Built On Work That Matters
CMS Legacy Builders did not start with a sales territory. It started with nonprofits.
For years we have worked with pregnancy centers, churches, and faith-based organizations across the country — helping them build financial stability in a sector where most operate with no reserves and no margin for a bad year. That work is still the heart of what we do, and it shapes how we approach every family we sit down with.
It is also why our team looks a little different. We are not looking for closers. We are looking for people who want to do serious work for people who need it, and build something durable in the process.