My Lift Team

TJ Halsey, Founder, and CEO worked 24 years for a national healthcare insurance company with the majority of that time serving in a senior consulting role and territory management during her tenure. She holds 2 law degrees, a Juris Doctorate (JD), a Master of Laws (LLM) in International Taxation and Financial Services, and an MBA business degree in Information Technology Management. TJ enjoys being a mother, spending time with her family, traveling, and working with individuals, families, and entrepreneurs.

The team at Legacy Wealth Financial Group comes with over 40 years of combined experience in corporate business processes, management, ownership, legal, insurance, financial, and tax operations. Business management, content writing, and project management services are provided by Virtual Ingenuity, LLC.

Our team has you covered!