Our Team

Committed to Forging a Relationship — Together

 

Entrusting us with the opportunity to help advise you and your family is not something we take lightly. That’s why your confidence is the motivator and lens through which we view all decisions and plans we develop for you and your household.

At My Legacy Group, we are committed to forging a relationship together that can help lead you and your family to financial independence and joy. You can count on us to partner with you every step of the way, empowering you to live your best life now and in retirement.

When we partner in that commitment, we can help you work towards your financial goals so you can live the life you want and leave a legacy that matters.

Our team is comprised of people with diverse finance experience, but we all have this in common: a commitment to ethics and integrity. We always put our clients first and deeply value the relationships we build. You can count on comprehensive recommendations, impartial guidance, and the comfort of knowing you have a dedicated partner pursuing shared goals.

Our Team Members

Peter Garcia

Peter García, RICP

President & CEO
(954) 303-4647
(954) 252-2076
pgarcia@mylegacygroup.com

A graduate of the University of Miami, Florida, Peter began his career overseas with Merrill Lynch International Private Client Group, offering sophisticated investors insightful investment advice, customized solutions, and responsive service throughout the decade of 1990-2000.

Back in the States in 2000, Peter joined New England Financial. While there, he developed a strong business relationship with South Florida’s GBS Group, an accounting and business consulting firm, working primarily with the Venezuelan entrepreneur community and small business owners. Working side-by-side with a group of business consultants and tax professionals

created a synergistic approach and value for his clients. As a result, he established GBS Financial, an independent insurance and financial advisory firm.

Q

Peter García, RICP

PELAYO (PETER) GARCIA
President & CEO

Peter GarciaA graduate of the University of Miami, Florida, Peter began his career overseas with Merrill Lynch International Private Client Group, offering sophisticated investors insightful investment advice, customized solutions, and responsive service throughout the decade of 1990-2000.

Back in the States in 2000, Peter joined New England Financial. While there, he developed a strong business relationship with South Florida’s GBS Group, an accounting and business consulting firm, working primarily with the Venezuelan entrepreneur community and small business owners. Working side-by-side with a group of business consultants and tax professionals

created a synergistic approach and value for his clients. As a result, he established GBS Financial, an independent insurance and financial advisory firm.

Peter mastered a cash flow and debt management system that uses time-honored economic principals, U.S. tax laws, and the provisions of life insurance contractual guarantees to build wealth safely and predictably in any economic environment without locking up the money. He began implementing the “Bank On Yourself” also known as the

“Infinite Banking Concept”—a cash flow and debt management system.

Over the last 20 years, Peter has grown his team in the areas of tax, insurance, estate, and wealth management and rebranded his company under the name My Legacy Group, to be more inclusive of his clients shift in needs towards retirement planning.

Along with best-selling author Brian Tracy, Peter and a select group of the world’s leading financial trendsetters co-wrote the book, “The Ultimate Success Guide”. He’s been featured as one of America’s Premier Experts in the Consumer Advocate television program that aired on ABC, NBC, CBS and Fox affiliates; and, as one of America’s Premier Experts Financial Trendsetters in Newsweek magazine.

Peter joined the “Society of Financial Awareness” (SOFA), a non-profit organization with the mission of “ending financial illiteracy one community at a time.” Peter conducts seminars and workshops to increase awareness for pre-retirees on the choices before them, using current financial trends to help them “to and through” retirement. Additionally, Peter is a board member of Nova University Library Circle of Friends, where he sponsors programs dedicated to financial literacy.

Peter’s married to his lovely wife, Susy and they have two adult children, Jessica and Nicolas, along with two grandsons, Luca and Caleb. Outside the office, he enjoys working out, spinning, swimming and playing tennis and going to the beach at Crandon Park in Key Biscayne or driving across alligator alley to Naples to watch the sunset.

Narda McCarthy

Narda McCarthy

Operations Manager
(954) 446-6696
(954) 252-2076
nmccarthy@mylegacygroup.com

Q

Narda McCarthy

NARDA McCARTHY
Operations Manager

Narda McCarthyA life-insurance-licensed professional, Narda joined My Legacy Group in 2012 and is in charge of its day-to-day operations.

With an extensive career that comprises operations, customer service, administration, and logistics, she expertly expedites our client’s operational requests and needs with the greatest confidentiality and within the company’s guidelines and processes, vigilant that all are compliant with carriers, managers, and custodians’ requirements.

In her free time, Narda enjoys light hiking, writing short stories, and as a member of the board of the National League of American Pen Women-FTL, functions as Editor In Chief of the chapter’s monthly newsletter.

Nick Garcia

Nicolás García

Sales Assistant
(954) 591-5303
(954) 252-2076
ngarcia@mylegacygroup.com

Q

NICK GARCIA

NICK GARCIA
Sales Assistant

Nick GarciaNicolas Garcia was raised in South Florida’s Broward County. He graduated from Florida International University with a Bachelor’s Degree in Accounting in 2019. From a young age, he started learning about cash flow, stocks and other investments from his father, Peter.

Upon graduation, Nicolas made the decision to pursue a career in the financial services industry and immediately began working in the family business in order to learn and gain experience. He is Securities Series 65 licensed and holds his Life & Annuity license.

Nicolas has been in charge of marketing, running life and annuity illustrations, and case design since 2021 for My Legacy Group. Learning the business from the ground up has been an invaluable experience. Becoming an integral part of My Legacy Group is a great opportunity and one he does not take for granted.

Nicolas enjoys working out, playing chess and other board games. He is a die-hard Dolphins fan and hopes to soon be going to a playoff game.

Romina Jimenez

Romina Jiménez

Sales Assistant and Estate Planning Concierge
(954) 446-6696
(954) 252-2076
rjimenez@mylegacygroup.com
Q

Romina Jiménez

ROMINA JIMENEZ
Sales Assistant and Estate Planning Concierge

Romina JimenezRomina has recently joined our team, assuming a dual role of Sales assistant and Estate Planning concierge. Her primary focus is to educate clients about the probate process and provide support in achieving their estate planning objectives.

With an extensive background spanning over 20 years in marketing, sales, customer service, and operations across various industries in the USA and Latin America region, Romina brings a wealth of experience to our team. Her ability to efficiently manage her time, meet objectives, and consistently deliver desired results has always ensured her compliance with industry standards and a dedication to putting customers first.

In her free time, Romina enjoys spending time with her family and actively participating in her community.  She serves as Board member for an elementary school and contributes to the Student Advisory Committee for a middle school.

 

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How Can We Help You Today?

Weston Office

1555 Bonaventure Blvd.

Weston, FL 33326

Phone: (954) 303-4647

Mon – Fri: 8:00AM – 5:00PM

Sat-Sun: By Appointment