Legacy Capital

It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.


Advisors

Brad Schwartz, Private Wealth Advisor serving the Owings Mills, MD area - Ameriprise Advisors

Brad Schwartz

CFP®, APMA, CDFA®

Private Wealth Advisor

Co-Founder of Legacy Capital
Visit Brad Schwartz's website
Brad Davis, Financial Advisor serving the Owings Mills, MD area - Ameriprise Advisors

Brad Davis

APMA

Financial Advisor

Co-Founder of Legacy Capital
Visit Brad Davis's website
Regis Breen, Financial Advisor serving the Owings Mills, MD area - Ameriprise Advisors

Regis Breen

CDFA®, APMA

Financial Advisor

Vice President of Legacy Capital
Visit Regis Breen's website
Jake Marcoux, Financial Advisor serving the Owings Mills, MD area - Ameriprise Advisors

Jake Marcoux

CFP®, ChFC®, CLU®, APMA

Financial Advisor

Vice President of Legacy Capital
Visit Jake Marcoux's website
Joe Mondell, Financial Advisor serving the Owings Mills, MD area - Ameriprise Advisors

Joe Mondell

CFP®, AIF®, CPWA®, APMA

Financial Advisor

Vice President of Legacy Capital
Visit Joe Mondell's website
Jerry Gene Carey, Financial Advisor serving the Owings Mills, MD area - Ameriprise Advisors

Jerry Gene Carey

CLU®, ChFC®

Financial Advisor

Visit Jerry Gene Carey's website

Team

Katie Hansen

Katie Hansen

Operations Director,

Chief Operating Officer

Qualifications

  • Towson University Graduate
  • Joined the team in April 2014
  • Series 7 & Series 66 Registered
  • Notary Services

Roles & Responsibilities

  • Oversees practice operations and compliance
  • Facilitates money movement transactions
  • Executes trades including IRG model portfolio rebalances
  • Facilitates new hire onboarding and system training
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Sharon Saffran

Sharon Saffran

Paraplanner,

Insurance Specialist
Nancy Vehslage

Nancy Vehslage

Client Service Manager

Terry Strasberg

Terry Strasberg

Office Manager

Carol Welk

Carol Welk

Client Relationship Manager