What is the name of your business and where are you located?
Legacy Planning Group - Legacy Planning Group has been in Historic Downtown McKinney for over 19-years. Our address is 119 W. Virginia St., Ste. 201, McKinney, TX 75069.
Give us a brief description of your business.
We are a financial advisory firm located in McKinney, TX. Every decision we make is governed by our fiduciary duty to our clients. At Legacy Planning Group, we put our client’s needs ahead of our own. We help build and preserve wealth by delivering a strong level of personalized service and expertise.
How have you benefited from being an Ambassador?
By being involved in the Ambassador Program, I’m able to reap the benefits of serving my business community while building social networks that support my business in return. I became an Ambassador because I’ve known that no matter what stage of business I’m in, building relationships is crucial. Connecting with people is an enormous benefit of being involved in the Ambassador Program. I’ve learned business tips and skills and have access to a breadth of knowledge and resources from my fellow Ambassadors and co-members of the chamber.
Tell us about your involvement in the Community?
Our team at Legacy Planning Group devotes countless hours to serving others and volunteering within the community to help make McKinney a better place for us all. We have been members of the McKinney Chamber of Commerce since 2011. Patrick Cloutier serves on the Board of Grace to Grow, the Leadership McKinney Alumni Committee, and the McKinney Zoning Board of Adjustments. Previously, he served as chair of Volunteer McKinney. In addition to the Ambassador Program.
What are your hobbies?
Outside the office, I enjoy spending time with my family and friends – especially my fiancé, Tyler Underwood. Whenever I find the time (aka not wedding planning), I love to travel to Colorado. There, I visit family and spend hours hiking and skiing, enjoying the fresh mountain air.
Can you share a little about yourself and your family?
I graduated from the Texas Tech University Rawls College of Business in 2015. After spending some time working at the McKinney Chamber of Commerce as their Information Specialist, I found the freedom to follow an exciting new path – a career in the Financial Services Industry. In my role as a Financial Representative for Fidelity Investments, I developed a deep discipline for exceeding client expectations while providing consultative investment and financial planning guidance. In April of 2017, I joined my father, Patrick Cloutier, at Legacy Planning Group where I serve as the Director of Customer Relationships. My father and I specialize in helping individuals at or near retirement create, implement, and monitor a plan to take income from their investments and savings. I feel like I have truly found my passion – helping clients reach their financial goals.
I maintain several securities registrations, including a Series 7 registration, Series 66 registration, and Series 63 registrations. I have also attained my Life, Accident and Health Insurance License. I am constantly working to expand my investment knowledge, so I will continue to be the best resource for our clients.
I am engaged to my college sweetheart, Tyler Underwood, and we plan to get married in May 2018. Tyler earned his MBA in Accounting from Texas Tech University, and is currently pursuing a law degree at Texas A&M. We are very excited to start our life together.