Family Legacy Wealth Partners with Raymond James

09/08/2026

Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage begins:

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09/02/2026

Your nest egg may be the size you want, but if you haven't answered these three questions, your retirement may lack an important type of wealth. Discover three key questions:

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08/07/2026

Meet Meggen Romine 👋💙

As a Client Service Associate at Family Legacy Wealth Partners, Meggen works closely with both our clients and team to help create a smooth, personalized experience. Whether she is assisting with account management, answering questions or supporting clients throughout their financial journey, Meggen is focused on making each interaction efficient, thoughtful and tailored to their needs.

Meggen brings a unique range of experience to her role, with a background in government sales, real estate, education and event management. Her attention to detail and diverse experience help bring stability, organization and confidence to both our clients and team.

Outside the office, Meggen enjoys spending time with her husband and young son. You can often find her cheering from the sidelines at a soccer game or basketball court, reading a good book, exploring the community and outdoors with her family or creating a great meal. 📚⚽🏀

We are so happy to have Meggen as part of the Family Legacy Wealth Partners team. 💙

08/03/2026

Meet Pat O'Neill 👋💙

With more than 35 years of experience in the financial industry, Pat brings a broad perspective to the investment opportunities and risks his clients face. He provides personalized guidance based on each client's individual needs, drawing on his experience in advisory services, portfolio management, retirement planning and financial planning to help clients stay focused on their goals.

Pat began his career as a Financial Advisor in 1982 and has continued to build his knowledge and experience throughout his career. He joined Raymond James in 2018 and has earned the CERTIFIED FINANCIAL PLANNER™ designation.

Outside the office, Pat has a long history of giving back to the Plymouth community. He is a former President of the Plymouth Community Chamber of Commerce, a recipient of the Volunteer of the Year and Legacy Awards, and currently serves on the Board of Directors for the Plymouth Downtown Development Authority.

Pat and his girlfriend, Margaret, enjoy traveling, golfing and spending time with his three daughters and their families. ⛳✈️

We are grateful for the experience, leadership and community spirit Pat brings to Family Legacy Wealth Partners. 💙

07/29/2026

Meet Robin Stack 👋💙

Robin plays an important role in helping keep things moving smoothly for our clients each day. As a Registered Associate, she works closely with clients on account documentation, money movement, IRA distributions and the many service needs that can come up along the way. Her goal is always to provide timely, efficient and thoughtful support.

Robin joined the team in 2002 and brings more than 20 years of experience in the financial industry. She holds the Series 7, 9, 10 and 66 securities licenses, along with life and health insurance licenses, and earned her bachelor's degree in economics from the University of Michigan Dearborn.

Outside the office, Robin enjoys curling up with a good book, bowling, golfing and traveling the world. She also loves spending time with her out of state family. 📚✈️⛳

We are so grateful to have Robin as part of the Family Legacy Wealth Partners team. 💙

07/28/2026

Meet Deborah Moultrie 👋💙

As our Client Concierge, Deborah plays an important role in creating a welcoming and caring experience for both our clients and our team. Whether she is greeting clients in the office, helping over the phone or supporting our proactive client communication, Deborah works to make sure each person feels cared for and receives exceptional service.

Deborah joined Family Legacy Wealth Partners in 2022 and brings years of administrative and customer service experience to the team. Her background includes working as an office manager in the educational system and as a client service specialist in financial services. She also earned her bachelor's degree from the University of Detroit Mercy.

Outside the office, Deborah enjoys concerts, traveling, great food and spending time with family and friends. She even makes time to roller skate with her granddaughter! 🛼💙

We are so grateful for the warmth, care and energy Deborah brings to Family Legacy Wealth Partners.

07/27/2026

Lindsay, Pat, and Colin had a fantastic time at the Plymouth Community Chamber of Commerce Golf Outing! They enjoyed beautiful weather, great company, and a fun-filled day on the course alongside their teams. We're grateful for the opportunity to connect with fellow community members and support this great event. ⛳☀️

07/23/2026

Meet Colin Talbot 👋💙

Colin believes strong financial planning starts with understanding what matters most to each client. By taking the time to learn their priorities, values and goals, he helps clients better understand the risks, costs and opportunities behind important financial decisions, especially during stressful or emotional moments.

After earning his degree in finance from Michigan State University, Colin began his career in the financial industry in 2015. His experience serving clients and coaching other advisors helped shape his passion for continuing to grow his knowledge and building meaningful relationships with the families he works with.

Outside the office, Colin enjoys spending time with his wife, Ali, and their daughter, Kendall. You can often find them in northern Michigan, on the lake or on the golf course. And as a former member of the Sparty Mascot Program, it is no surprise Colin is a big MSU sports fan! 💚🤍

We are grateful to have Colin as part of the Family Legacy Wealth Partners team.

07/21/2026

Give a gift that can make a difference for years to come. 🎓

When you contribute to a child's 529 education savings account, you can request one of our complimentary cards to help share the exciting news. Whether you're celebrating a birthday, welcoming a new baby, marking a special occasion, or giving during the holidays, these cards offer a meaningful way to show that you invested in their future.

Contact our team when making your contribution, and we'll help you select the perfect card.

07/20/2026

Meet Lindsay Corneille 👋💙

Lindsay is passionate about helping clients feel more educated, empowered and confident when it comes to their finances. She takes the time to understand each person's relationship with money, along with their goals, concerns and what matters most to them.

A CERTIFIED FINANCIAL PLANNER™ professional, Lindsay brings years of experience in financial planning and retirement education to Family Legacy Wealth Partners, where she officially joined the team in 2015. She has a special passion for working with women and young professionals and continues that work through our Women in the Know programs.

Outside the office, you can find Lindsay spending time with her husband, Mike, and their three sons, Henry, Arlo and Isaac. Whether she is coaching soccer, rollerblading, walking, reading or listening to a podcast, Lindsay is always on the go!

We are so grateful to have Lindsay as part of the FLWP team. 💙