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

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
View more
Sharon Saffran

Sharon Saffran

Client Service Manager,

Insurance Specialist
Nancy Vehslage

Nancy Vehslage

Client Service Manager