About Us

Our companies

For more than 16 years, we’ve been dedicated to serving our local community by guiding them toward comprehensive solutions that enrich both their well-being and financial security. Whether you’re a young professional just starting out or a senior citizen planning for the future, we’re here to help you build lasting legacies and secure futures.

At our core, we’re committed to simplifying your journey by offering a wide range of services, all conveniently located under one roof. No need to hunt for separate insurance, financial, real estate, or property and casualty agents—we’ve got you covered.

Our mission

Our mission is simple: to provide exceptional service, personalized advice, and innovative strategies tailored to your individual needs. With us, you can enjoy peace of mind knowing that you’re not just planning for today, but also creating a legacy of responsibility for those who matter most to you.

Our Team

Jason Van Valkenburg

  • President & Founder of The Legacy Way
  • CES, AIF, PPC
For more than 16 years, we’ve been dedicated to serving our local community by guiding them toward comprehensive solutions that enrich both their well-being and financial security. Whether you’re a young professional just starting out or a senior citizen planning for the future, we’re here to help you build lasting legacies and secure futures.

At our core, we’re committed to simplifying your journey by offering a wide range of services, all conveniently located under one roof. No need to hunt for separate insurance, financial, real estate, or property and casualty agents—we’ve got you covered.

Russ Scott

Chief Administrative Officer

Karla Navas

Chief Operations Officer

Mickey Michalec

Chief Marketing Officer

Melissa Hanes

Direct of Agent Development

Jennifer Mount

Real Estate Managing Broker

Janet Phipps

Property & Casualty Manager

Taylor Owens

Real Estate Team Lead

Jenna Mandel

Office Manager

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