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 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 Jerry Gene Carey

Jerry Gene Carey

CLU®, ChFC®

Financial Advisor

Learn more about Jerry Gene Carey Visit Jerry Gene Carey'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 Regis Breen

Regis Breen

CFP®, CDFA®, APMA

Financial Advisor

Vice President of Legacy Capital
Learn more about Regis Breen Visit Regis Breen'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
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Sharon Saffran

Sharon Saffran

Client Service Manager,

Insurance Specialist
Nancy Vehslage

Nancy Vehslage

Client Service Manager

DaeShelle Dowdell

DaeShelle Dowdell

Paraplanner

Chris Breen

Chris Breen

Financial Planning Specialist

Qualifications

  • Certified Financial Planner

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