Our advisors

Brad Schwartz

CFP®, APMA, CDFA®

Private Wealth Advisor

Co-Founder of Legacy Capital
Learn more about Brad Schwartz Visit Brad Schwartz's website

Brad Davis

APMA

Financial Advisor

Co-Founder of Legacy Capital
Learn more about Brad Davis Visit Brad Davis's website

Christopher Breen

CFP®, APMA, CEPA®

Associate Financial Advisor

Learn more about Christopher Breen Visit Christopher Breen's website

DaeShelle Dowdell

CRPC, APMA

Associate Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about DaeShelle Dowdell Visit DaeShelle Dowdell's website

Jake Marcoux

CFP®, ChFC®, CLU®, APMA

Financial Advisor

Vice President of Legacy Capital
Learn more about Jake Marcoux Visit Jake Marcoux's website

Joe Mondell

CFP®, AIF®, CPWA®, APMA, ChSNC®

Financial Advisor

Vice President of Legacy Capital
Learn more about Joe Mondell Visit Joe Mondell's website

Regis Breen

CFP®, CDFA®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
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
View more
Sharon Saffran

Sharon Saffran

Client Service Manager,

Insurance Specialist
Nancy Vehslage

Nancy Vehslage

Client Service Manager