About Legacy Creation Network
At Legacy Creation Network, wealth isn’t just measured in dollars — it’s measured in confidence, freedom, and the impact you make on the people and causes you care about most. Money is simply one of the tools we use to help you shape a meaningful life and lasting legacy.
Our Name and Origins
The name “Legacy Creation Network” originated with James’ mentor, Kelly Bissinger, whose firm James merged with. The firm continued to grow when Merz Financial in Yakima, Washington, joined.
Legacy Creation reflects the opportunity we all have to mold the way we’ll be remembered.
Network represents the trusted partnerships, resources, and relationships we engage to ensure our clients’ visions are fully realized.
Who We Serve
Founded in 2001, Legacy Creation Network serves:
- Mass affluent and high net worth families
- Professionals and business owners
- Public sector entities
- Families navigating the loss of a loved one
- People in or near retirement
- Special needs planning
While many clients first come seeking investment products and advice, they stay because of the trust, clarity, and care they experience here.
Our Approach
Our approach is holistic, outcome-driven, and collaborative. We help clients simplify complexity and bring every part of their financial life into alignment.
Services include:
- Retirement income planning and distribution strategies
- Estate and wealth transfer planning
- Tax-efficient investment strategies
- Risk management and insurance reviews
- Long-term care and special needs planning
- Business succession and employee benefit plan consulting
- Philanthropy and charitable giving guidance
We work closely with estate attorneys, CPAs, and other professionals — not simply referring clients away, but partnering to see things through. Meetings are highly educational and designed to empower confident decision-making, helping clients avoid emotional investing mistakes and stay focused on long-term outcomes.
About James
James entered the financial profession after eight years as a non-profit executive, drawn by a desire to help people find clarity and peace of mind in their financial lives.
With a background in Vocal Music and a deep care for people’s well-being, he blends creativity, problem-solving, and trusted guidance.
Our Commitment to the Community
Philanthropy is woven into the fabric of Legacy Creation Network, with active support for:
- Agape House
- Good Shepherd Foundation
- Oregon Community Foundation
- Local school district
- Other charitable causes
Where We Serve
Though relationship-focused and run as a solo practice, the firm serves clients across the country and even abroad, leveraging technology to make expert, personalized advice accessible anywhere.
Our Mission
Our mission is simple: to provide unwavering trust, strategic advice, and world-class financial stewardship so you and your loved ones are cared for — now and for generations to come.
When you entrust us with what matters most, we hold it in careful, capable hands.
Location, Location, Location
Many of us from rural communities, sometimes feel we are required to travel to “The City” for access to quality services. We are here to break that mindset and offer world-class advisory services to everyone, no matter where you live. Our office utilizes technology to serve the needs of our clients and allows us to meet with you, wherever you may be at the time. Legacy Creation Network does not limit ourselves to a specific region, state, or even country. Our Advisors serve clients all across the United States, from New York to Hawaii, as well as a few international clients.
We still maintain three physical location throughout Oregon and Washington to serve the needs of our communities. It doesn’t matter where you are, Legacy Creation Network is here to help you Protect those you love from catastrophe, Prepare yourself for the future, and Establish a lifestyle of happiness.