Legacy Capital

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.


Advisors

Brad Schwartz

Brad Schwartz

CFP®, APMA®

Private Wealth Advisor

Co-Founder of Legacy Capital
Visit Brad Schwartz's website
Brad Davis

Brad Davis

APMA®

Financial Advisor

Co-Founder of Legacy Capital
Visit Brad Davis's website

Team

Katie Hansen

Katie Hansen

Operations Director,

Chief Operating Officer

Qualifications

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

Roles & Responsibilities

  • Event planning & marketing coordinator
  • 401(k) participant support
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Sharon Saffran

Sharon Saffran

Client Service Manager

Nancy Vehslage

Nancy Vehslage

Client Service Manager

Carol Welk

Carol Welk

Client Relationship Manager

Travis Sanchez

Travis Sanchez

Client Relationship Manager