At My Legacy Group, we work with a team of subject matter experts who assist us in connecting each piece of a complete financial puzzle for our clients.
Tax | Insurance | Estate | Wealth Management
Brookstone Capital Management is an independent, registered fee-based investment advisory and wealth management firm that provides a broad range of investment strategies. Brookstone was founded in 2006, and today, is entrusted with client assets in excess of $7 billion. Brookstone Capital Management employs a proprietary investment approach called RAISE™.
RAISE™ is an integrated investment and wealth management process that is designed to meet real world investor objectives.
Chief Investment Officer
Cheif Compliance Officer
Gary began his career in the Insurance Business in Florida in 1980 and specializes in working with Retirees. He focuses on Long Term Care Planning, Medicare Supplements, Medicare Prescription Drug Plans along with Medicare Advantage Plans.
Gary is associated with Individual and Short-Term Medical insurance solutions and Group Health Plans. He is a member of the National Association of Insurance & Financial Advisors (NAIFA) along with the Florida Association of Insurance & Financial Advisors (NAIFA-Florida), and has been on the Board of Directors of the local, NAIFA-Broward Association of Insurance and Financial Advisors since 1988.
Gary holds life and health insurance licenses. His designations include Certified Estate Planner (CEP) and a member of the American Academy of Certified Estate Planners (AACEP), a Member of the American Association for Long Term Care Insurance (AALTCi), and a Member of the Association for Medicare Supplement Insurance (AAMS).
Gary has been a South Florida resident since 1973 and currently lives in Coral Springs with his wife Mindy. Their son Jason graduated from New York University, resides in Astoria, NY and works in the Theatre District in NYC as a Company Manager for a Broadway show.
Josh Blum helps coordinate retiree’s housing wealth with their other retirement assets. As a home equity retirement specialist, Josh works alongside Peter to help identify when it’s appropriate to use a retirees home to preserve assets, reduce risk, increase liquidity, create cash flow and enhance lifestyle. Josh has worked with financial professionals and their clients with retirement planning strategies for over 15 years and currently serves on the executive board of the Miami chapter of the Financial Planning Association, the board of the Broward chapter of N.A.I.F.A. and serves on various committees within the Federation of Broward county.
Mark obtained his Bachelor of Business Administration degree in Accounting and master’s degree in Taxation from Florida Atlantic University. He has been a Florida licensed Certified Public Accountant for over two decades. He has given back to his community for many years by serving on various non-for- profit Boards and has served the academic community as an adjunct professor at Florida Atlantic University.
After spending many years as a sales representative and obtaining his CPA license in Florida, Mark worked for the “Big Five” for several years (KPMG LLP and Deloitte & Touche). Mark has served a wide variety of clients ranging from closely held companies to multi-national corporations including companies in the technology (start-ups), retail, & manufacturing sectors. Mark’s knowledge base spans many areas of business consulting, with a concentration in income tax planning. Utilizing an interactive consultative philosophy, which includes learning and understanding his clients’ goals, Mark assists his clients in minimizing their Federal and State income taxes, while assuring they are in compliance with the various taxing authorities’ administrative requirements.
Now residing in Weston, Florida, with his wife and three children, Mark founded the firm Glater & Associates. The firm was established with the mission of merging Mark’s many years of industry experience with the vast knowledge he has obtained throughout his professional career as a CPA. Glater & Associates, P.A. currently serves many closely held companies providing tax, accounting and business advisory services to both corporate and individual taxpayers.
Taylor graduated from Dixie State University in St. George Utah, with a degree in business. He has been working with My Legacy Group since July 2017 applying his expertise to create the roadmaps for clients. Taylor currently lives in Saukville, WI with his wife Toree and their three children.