Building, Protecting, And Preserving Assets
YOUR FUTURE
REALIZED
We are passionate about helping you achieve your dream retirement.
Sierra Legacy Group
We are dedicated to providing you the best possible preparation for your retirement. No matter if you are just starting the race, or at the finish lines, we are here to help you with your next step.
Resources
Explore our collection of financial guides and tools designed to help you plan for retirement, manage wealth, and make informed financial decisions with confidence.
About Us
Take a moment to get to know us and what we stand for. As a boutique firm backed by the strength of a national organization, we provide personalized guidance with the expertise and care you deserve.
MEET YOUR ADVISOR
Garrett is a dedicated financial professional with six years of experience specializing in retirement. He is committed to helping clients secure their financial future by identifying the best strategies tailored to their unique goals and circumstances.
Born and raised in Reno, Nevada, Garrett attended the University of Nevada, Reno, before relocating to Scottsdale, Arizona, to further his career in financial services. His passion for guiding clients through the complexities of retirement planning is supported by access to top-tier carriers, products, and investments allowing him to offer customized financial solutions tailored to each client’s goals.
With a client-first approach and a deep understanding of the financial landscape, Garrett is dedicated to delivering the expertise, resources, and personal attention needed to help individuals and families build a confident and secure retirement.
Our Mission:
Sierra Legacy Group is committed to helping clients achieve clarity in their legacy, succession, and life insurance planning. We pride ourselves on asking thoughtful questions, listening intently to the answers, building consensus around comprehensive solutions and taking responsibility for their implementation and execution. Integrity and transparency are the cornerstones of our mission and confidence is our ultimate goal.
--------- Partners ----------
We Are Proud Partner of M Financial
BrokerCheck Link: https://brokercheck.finra.org/individual/summary/7013073
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member
FINRA/SIPC. Investment Advisory Services also offered through Sierra Legacy Group. Sierra Legacy Group is independently owned and operated. Sierra Legacy Group is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship. Check the background of this firm and/or investment professional on FINRA’s BrokerCheck. For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities. For important information related to Sierra Legacy Group, refer to the Sierra Legacy Group’s Client Relationship Summary (Form CRS) by navigating to https://reports.adviserinfo.sec.gov/crs/crs_172113.pdf. Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. CA Insurance License #0C60904. This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. #5792116.1