Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

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Our advisors

Francisco Armada

CRPC, APMA®

Private Wealth Advisor

Managing Partner of 3Sixty Legacy Financial Group
Learn more about Francisco Armada

Kaitlin Schaengold

CFP®, MBA, APMA®

Private Wealth Advisor

Managing Partner of 3Sixty Legacy Financial Group
Learn more about Kaitlin Schaengold

Megan L Tiemeier

CFP®, APMA®

Financial Advisor

Learn more about Megan L Tiemeier

Michael Vennemeyer

CFP®, APMA®

Financial Advisor

Learn more about Michael Vennemeyer

Brian Howland

CFP®, CFA®

Financial Advisor

Investment Manager
Learn more about Brian Howland


Our team

Drew Tuchfarber

Drew Tuchfarber

Paraplanner

Qualifications

  • Series 7 Securities License

  • Series 66 Securities License

Roles & Responsibilities

  • Supports the development of financial planning and asset management strategies.
  • Assists with the execution of transactions and money movement initiatives.
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Mary Janet Kallmeyer

Mary Janet Kallmeyer

Client Service Manager

Qualifications

  • Notary
  • Bachelor of Business Administration, University of Houston

Roles & Responsibilities

  • Supports new business administration, account maintenance and client service inquiries
  • Completes money movement requests and bank drafts
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Kasia Armada

Kasia Armada

Client Service Coordinator,

Marketing Specialist

Qualifications

  • MFA of Political Science, University of Warsaw, Warsaw Poland

  • BFA in Art Direction, College of Visual Arts, University of North Texas

Roles & Responsibilities

  • Supports new business administration and account maintenance initiatives
  • Supports digital marketing initiatives and event management projects
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Kate Puentes

Kate Puentes

Client Service Coordinator

Roles & Responsibilities

  • Supports new business administration and account maintenance initiatives
  • Primary point of contact for all scheduling initiatives for the practice
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Cynthia Grow

Cynthia Grow

Administrative Assistant

Roles & Responsibilities

  • Serves as immediate point of contact for all clients and guests entering the office, while providing support to new business administration and concierge services.
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Experience the power of a Strategic Alliance

To help our clients reach their long- and short-term financial goals, we have formed Strategic Alliances that can offer additional insights to your unique situations. If you’re looking for professionals to add to your network, visit our Strategic Alliance’s website or reach out directly to our practice to learn more.