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Team photo for Legacy Capital
Team photo for Legacy Capital

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Our advisors

Advisor photo for Brad Schwartz

Brad Schwartz

CFP®, APMA®, CDFA®

Private Wealth Advisor

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

Brad Davis

APMA®

Financial Advisor

Co-Founder of Legacy Capital
Learn more about Brad Davis Visit Brad Davis's website
Advisor photo for Benjamin Hoffman

Benjamin Hoffman

CFP®, APMA®

Private Wealth Advisor

Managing Partner of Legacy Capital
Learn more about Benjamin Hoffman Visit Benjamin Hoffman's website
Advisor photo for Jake Marcoux

Jake Marcoux

CFP®, ChFC®, CLU®, APMA®

Financial Advisor

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

Joe Mondell

CFP®, AIF®, CPWA®, APMA®, ChSNC®

Financial Advisor

Vice President of Legacy Capital
Learn more about Joe Mondell Visit Joe Mondell's website
Advisor photo for Mitchell Sayers

Mitchell Sayers

CFP®, APMA®

Financial Advisor

Vice President of Legacy Capital
Learn more about Mitchell Sayers Visit Mitchell Sayers's website
Advisor photo for Regis Breen

Regis Breen

CFP®, CDFA®, APMA®

Financial Advisor

Vice President of Legacy Capital
Learn more about Regis Breen Visit Regis Breen's website
Advisor photo for Christopher Breen

Christopher Breen

CFP®, APMA®, CEPA®

Financial Advisor

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

Robert J Dotson

CRPC, ChFC®

Financial Advisor

Chartered Financial Consultant®
Learn more about Robert J Dotson Visit Robert J Dotson's website
Advisor photo for DaeShelle Dowdell

DaeShelle Dowdell

CRPC, APMA®

Financial Advisor

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

Jacqui Aime

CFP®, APMA®

Financial Advisor

Learn more about Jacqui Aime Visit Jacqui Aime's website
Advisor photo for Sophia Trakhtman

Sophia Trakhtman

APMA®

Financial Advisor

Learn more about Sophia Trakhtman Visit Sophia Trakhtman's website
Advisor photo for Matthew Snyder

Matthew Snyder

CFP®, APMA®

Financial Advisor

Learn more about Matthew Snyder Visit Matthew Snyder's website
Advisor photo for Steve Hoffman

Steve Hoffman

CFP®, APMA®

Financial Advisor

Franchise Owner
Learn more about Steve Hoffman Visit Steve Hoffman's website
Advisor photo for Jon Nieranowski

Jon Nieranowski

CFP®

Financial Advisor

Learn more about Jon Nieranowski Visit Jon Nieranowski's website


Our team

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
Sharon Saffran

Sharon Saffran

Client Service Manager,

Insurance Specialist
Nancy Vehslage

Nancy Vehslage

Client Service Manager

Caitlin Williams

Caitlin Williams

Client Service Specialist

Susan Savvakis

Susan Savvakis

Administrative Assistant

Marie Dotson

Marie Dotson

Paraplanner

Elizabeth "Charlene" Davis

Elizabeth "Charlene" Davis

Administrative Assistant

Peter Voisin

Peter Voisin

Financial Planning Specialist,

Chartered Retirement Planning Counselor™

Qualifications

  • CRPC

  • APMA

View more
Jacob Harris

Jacob Harris

Financial Planning Specialist

Randall Rice

Client Relationship Director

Heather Sommerfield

Heather Sommerfield

Paraplanner,

Operations Specialist
Susan Van Metre

Susan Van Metre

Paraplanner

Simon Moore

Simon Moore

Financial Planning Assistant

Dylan Walters

Dylan Walters

Financial Planning Assistant