Meet Our Team

Our Story

The Emerald Legacy Advisors story began in 1989 when Jim McMurtry launched his career as a financial advisor. His commitment to clients led him to A.G. Edwards in 1994, where he eventually managed three local offices in Liberty, St. Joseph, and Cameron. Colleen joined the firm in 2003, and the two became dedicated colleagues. While industry acquisitions occurred around them, Jim and Colleen prioritized stability for their clients by establishing an independent partnership at FiNet in 2010.

Our firm entered a vibrant new era when Allie joined the team in 2022 to carry forward Colleen's dedication to excellence. We officially rebranded as Emerald Legacy Advisors in January 2024 to reflect our focus on building lasting wealth across generations. Michelle joined the practice later that year, and she became a financial advisor in 2026.

The connection between our advisors runs deep. Allie and Michelle first met years ago during Bring Your Child to Work Day at A.G. Edwards while their parents worked together. After pursuing separate successful careers in finance and accounting, they reunited to lead the firm with a fresh, modern perspective.

Our Mission

Emerald Legacy Advisors provides a holistic approach to help you pursue financial confidence. We utilize personalized planning to align your wealth with your life's purpose. Our team embraces principles of compassion, empathy, and connection to ensure your financial strategy reflects your values. We partner with you to build a confident legacy through meaningful relationships and professional guidance.