Our Team

Peter García, RICP

President & CEO

Peter Garcia founded My Legacy Group with a simple belief: retirement planning should help people feel confident about their future—not confused by it.

A graduate of the University of Miami, Peter began his career with Merrill Lynch’s International Private Client Group, working with sophisticated investors abroad during the 1990s. After returning to the United States, he joined New England Financial and built strong relationships within the South Florida business community, particularly among entrepreneurs and small business owners.

Over time, Peter recognized that clients needed more than investment advice—they needed a coordinated strategy that addressed retirement income, taxes, asset protection, and legacy planning. That realization led to the creation of My Legacy Group.

Today, Peter focuses on helping individuals and families navigate the transition into retirement by bringing clarity to complex financial decisions. Through educational workshops and one-on-one planning, he helps clients understand how their financial choices impact their future so they can move forward with confidence.

Peter has also been featured in national media and collaborated with best-selling author Brian Tracy on The Ultimate Success Guide. He is an active member of the Society for Financial Awareness, promoting financial literacy through community education and seminars.

Outside the office, Peter enjoys spending time with his wife Susy, their children and grandchildren, staying active through tennis and fitness, and relaxing at the beach in Key Biscayne.

Narda McCarthy

Operations Manager 

Narda McCarthy has been an integral part of My Legacy Group since 2012, overseeing the firm’s day-to-day operations and ensuring every client experience runs smoothly.

With a background spanning operations, administration, and customer service, Narda coordinates many of the behind-the-scenes processes that keep the firm running efficiently—from account management to operational compliance. Her attention to detail and commitment to confidentiality help ensure that every client request is handled quickly and professionally.

Outside the office, Narda enjoys hiking, writing short stories, and contributing to her community through the National League of American Pen Women, where she serves as editor of the chapter’s monthly newsletter.

Nicolás García

Sales Assistant

Nicolás García brings the next generation of financial insight to My Legacy Group. Raised in South Florida, Nicolás earned his degree in Accounting from Florida International University and joined the family business shortly after graduation to begin building his career in financial services.

Since joining the team, he has been responsible for marketing initiatives, preparing life and annuity illustrations, and assisting with case design for clients. Nicolás holds his Series 65 securities license along with life and annuity licenses, allowing him to support the firm’s planning and advisory process.

He values learning the industry from the ground up and is passionate about helping clients understand the strategies behind their financial plans.

Outside of work, Nicolás enjoys fitness, playing chess and board games, and cheering on the Miami Dolphins.

Romina Jiménez

Sales Assistant & Estate Planning Concierge

Romina Jiménez plays a key role in helping clients navigate one of the most important areas of planning—estate organization and preparation. As the firm’s Estate Planning Concierge, she works closely with clients to help them understand the probate process and coordinate the steps needed to put their estate planning documents in place.

With more than 20 years of experience in marketing, operations, and client service across the United States and Latin America, Romina brings a strong commitment to organization, efficiency, and client care. Her ability to guide clients through complex processes while maintaining clear communication ensures that important planning steps never feel overwhelming.

Outside of work, Romina enjoys spending time with her family and staying involved in her community through local school boards and advisory committees.