Legacy Capital

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


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 Benjamin Hoffman

Benjamin Hoffman

CFP®, APMA®

Private Wealth Advisor

Managing Partner of Legacy Capital
Visit Benjamin Hoffman'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 Mitchell Sayers

Mitchell Sayers

CFP®, APMA®

Financial Advisor

Vice President of Legacy Capital
Visit Mitchell Sayers'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 Christopher Breen

Christopher Breen

CFP®, APMA®, CEPA®

Financial Advisor

Visit Christopher Breen's website
Advisor photo for Robert J Dotson

Robert J Dotson

CRPC, ChFC®

Financial Advisor

Chartered Financial Consultant®
Visit Robert J Dotson's website
Advisor photo for Cindy Hill

Cindy Hill

Financial Advisor

Visit Cindy Hill'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 Sophia Trakhtman

Sophia Trakhtman

APMA®

Financial Advisor

Visit Sophia Trakhtman's website
Advisor photo for Matthew Snyder

Matthew Snyder

CFP®, APMA®

Financial Advisor

Visit Matthew Snyder's website
Advisor photo for Steve Hoffman

Steve Hoffman

CFP®, APMA®

Financial Advisor

Franchise Owner
Visit Steve Hoffman's website


Team

Caitlin Williams

Caitlin Williams

Client Service Specialist

Dylan Walters

Dylan Walters

Financial Planning Assistant

Elizabeth "Charlene" Davis

Elizabeth "Charlene" Davis

Administrative Assistant

Heather Sommerfield

Heather Sommerfield

Paraplanner,

Operations Specialist
Jacob Harris

Jacob Harris

Financial Planning Specialist

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
Sharon Saffran

Sharon Saffran

Client Service Manager,

Insurance Specialist
Simon Moore

Simon Moore

Financial Planning Assistant

Susan Savvakis

Susan Savvakis

Administrative Assistant

Susan Van Metre

Susan Van Metre

Paraplanner