Your Team of Professionals

Thomas, originally from Northern New Jersey, grew up in a family rooted in public service and helping others — a foundation that shaped his dedication to making a difference. He became the first student at Ramapo College of New Jersey to double major in Finance and Accounting, setting the stage for his future success. To further refine his skills, Thomas earned a Master of Science in Financial Planning from the American College of Financial Services, positioning himself as a highly knowledgeable advisor.

Since beginning his career in financial services in 2019, Thomas has built a reputation for delivering client-focused solutions that prioritize his clients' unique goals and values. In 2022, he relocated to Saint Petersburg, Florida, to expand his practice and serve the local community. His partnership with Taylor Financial has elevated his ability to offer comprehensive, personalized financial planning services.

Thomas specializes in working with business owners, executives, and their families. He provides a range of solutions, including tax-saving strategies, custom investment portfolio management, retirement income planning, multigenerational wealth transfer, and business planning. His clear, practical approach ensures his clients feel confident and empowered as they navigate their financial journeys.

Outside of his professional endeavors, Thomas is an active member of the St. Pete Yacht Club, where he enjoys golf, fishing, and connecting with fellow members who share his love for the outdoors.

A passionate endurance athlete, Thomas competes in Ironman triathlons and ultra-marathons — embodying resilience, focus, and a commitment to excellence. The same qualities that define his approach to both life and financial planning.

In addition to his career, Thomas has given back to his community through volunteer work, including serving as Vice President of the Board of Education for South Hackensack Memorial School District and as a volunteer firefighter.

Ken is originally from Boca Raton, Florida, where he enjoyed playing sports and spent much of his summertime fishing in the Florida Keys — a passion he still enjoys today. He relocated to the Tampa Bay area to attend the University of South Florida, where he studied business administration and earned his B.S. in Marketing. Upon graduation, Ken began working in the transportation and logistics industry as an Account Manager.

While he enjoyed his career, he felt the need to help people in a more impactful manner. That conviction ultimately led him to the financial services industry, where he collaborates with business owners and individuals to properly plan out their financial future. He currently sits on the Board of Directors for Redefiners World Languages, a Tampa-based non-profit organization, where he serves as Treasurer.

Ken enjoys spending time with his family and friends. He and his wife, Mei-ling, married in 2014 and have two beautiful daughters, Zoey and Kenzie.

Steven Lusk serves as our Investment Director, drawing on a career spent at Charles Schwab, DTCC, and Fisher Investments. Having guided families through various market cycles, Steven understands that a successful strategy requires both a sharp eye for detail and a steady hand.

He leverages his knowledge of market operations to build disciplined portfolios that are as precise as they are personal. By blending technical expertise with a focus on real-world conversations, Steven ensures every plan is built to stay the course for the long haul, no matter what the market throws his way.

Josie Thomas brings more than 20 years of experience in the financial services industry, with a strong background in operations, client service, contracting, case management, compliance support, and event coordination.

In her role with Legacy Wealth Partners, Josie helps support Taylor Financial with the investment account opening process. She assists with preparing and processing new account paperwork, coordinating account transfers, tracking account status, and helping ensure a smooth onboarding experience for clients. Her attention to detail and operational knowledge help keep the account opening process organized, efficient, and client focused.

Originally from West Virginia, Josie is 1 of 9 children and later attended St. Petersburg High School. She has lived in Florida, California, and Mississippi, giving her a broad appreciation for people, relationships, and community.

Josie began her career in the financial industry as an Office Manager with AmeriLife & Health Services in St. Petersburg, Florida. She later spent 22 years with New York Life Insurance in Tampa, where she worked closely with firm leadership, compliance, representatives, and the front office team. Her responsibilities included representative contracting, case input, tracking, funding, and coordinating firm events.

In 2017, Josie joined Smith Financial Solutions as Business Manager, where she oversaw daily business operations, supported case management, and worked closely with clients. In August 2025, she accepted her current role with Legacy Wealth Partners as Agency Wealth Management Operations Consultant.

Josie holds her 2-15 insurance license and is also a Notary.

Outside of work, Josie enjoys spending time with her husband, Jeff. High school sweethearts who reconnected later in life, they have been together for 13 years and share a large blended family that includes 11 children and 8 grandchildren. Their home in Spring Hill, Florida is also full of animals, including dogs, cats, a ferret, ducks, bunnies, and horses.

Much of Josie's free time is spent at the barn, supporting her youngest daughter, who is a competitive equestrian rider, attending competitions, and enjoying life on their two and a half acres in Spring Hill.