Legacy Capital

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


Team photo for Legacy Capital

Advisors

Advisor photo for Brad Schwartz

Brad Schwartz

CFP®, APMA®, CDFA®

Private Wealth Advisor

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

Brad Davis

APMA®

Financial Advisor

Co-Founder of Legacy Capital
Visit Brad Davis's website
Advisor photo for Regis Breen

Regis Breen

CFP®, CDFA®, APMA®

Financial Advisor

Vice President of Legacy Capital
Visit Regis Breen's website
Advisor photo for Jake Marcoux

Jake Marcoux

CFP®, ChFC®, CLU®, APMA®

Financial Advisor

Vice President of Legacy Capital
Visit Jake Marcoux's website
Advisor photo for Joe Mondell

Joe Mondell

CFP®, AIF®, CPWA®, APMA®, ChSNC®

Financial Advisor

Vice President of Legacy Capital
Visit Joe Mondell's website
Advisor photo for Christopher Breen

Christopher Breen

CFP®, APMA®, CEPA®

Financial Advisor

Visit Christopher Breen's website
Advisor photo for DaeShelle Dowdell

DaeShelle Dowdell

CRPC, APMA®

Financial Advisor

Chartered Retirement Planning Counselor™
Visit DaeShelle Dowdell's website
Advisor photo for Jacqui Aime

Jacqui Aime

CFP®, APMA®

Financial Advisor

Visit Jacqui Aime's website
Advisor photo for Mitchell Sayers

Mitchell Sayers

CFP®, APMA®

Financial Advisor

Vice President of Legacy Capital
Visit Mitchell Sayers's website
Advisor photo for Robert J Dotson

Robert J Dotson

CRPC, ChFC®

Financial Advisor

Chartered Financial Consultant®
Visit Robert J Dotson's website


Team

Caitlin Williams

Caitlin Williams

Client Service Specialist

Elizabeth "Charlene" Davis

Elizabeth "Charlene" Davis

Administrative Assistant

Katie Hansen

Katie Hansen

Operations Director,

Chief Operating Officer of Legacy Capital

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
View more
Marie Dotson

Marie Dotson

Paraplanner

Nancy Vehslage

Nancy Vehslage

Client Service Manager

Peter Voisin

Peter Voisin

Financial Planning Specialist,

Chartered Retirement Planning Counselor™

Qualifications

  • CRPC

  • APMA

View more

Randall Rice

Client Relationship Director

Sharon Saffran

Sharon Saffran

Client Service Manager,

Insurance Specialist
Susan Savvakis

Susan Savvakis

Administrative Assistant

Jacob Harris

Jacob Harris

Financial Planning Specialist