At Legacy Capital, we take the time to understand what's truly important to you and we deliver personalized strategies that are consistent with your dreams and values.
It's really never too early to begin thinking about leaving a legacy and our experienced team is committed to helping you achieve financial freedom through our highly customized and comprehensive planning approach.
We can help you prepare for whatever life brings- both the expected and the unexpected- with personalized advice that is as unique as you are. Working together, we can help you feel more confident, connected and in control of your financial future and we will strive to deliver a thoughtful and distinctive client experience to earn your trust for the long-term.
|Firm Start Year:||2003|
|Name of Broker/Dealer:||Ameriprise|
|Number of Years with Current Firm:||1|
|Work Experience:||I have over 18 years experience supporting clients in achieving their financial goals. My team and I can help in areas of: *** Investments *** Retirement Planning *** Social Security Strategies *** Financial Planning *** Tax & Estate Planning *** Business and Exit Strategies|
|I work with the following types of clients:||Individual Investors, Non-Profit Organizations, Businesses|
|Investment Types:||Exchange Traded Funds (ETFs), FOREX & Currency, Options & Futures, Bonds, Stocks, Annuities, Mutual Funds, Mortgages & Real Estate, Commodities, Alternative Investments, Insurance, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At your office, Via Phone, At my office, At your home, Video Conference, Our Offices|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Long Term Care, Variable Annuity, Life, Health, Annuity, Accident, Casualty, Property, Disability, Variable Life|
|Firm's Number of Clients:||250|
|Firm's Number of Planning Clients:||200|
|Assets Managed by Firm:||350,000,000|
|Assets Managed by Advisor:||350,000,000|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$50,000|
|Compensation Methods:||Hourly, Based on Assets, Flat Fee|
|Fee % Based on Assets:||Tier Based|
|Additional Details on Charges:||We're not going to be the cheapest, nor the most expensive, however our clients feel that our cost are fair for the value we provide.|
|Bachelors of Science in Business Administration - Finance and Accounting||
I grew up in Rockville, MD, where I was raised by my Canadian grandparents. My grandfather passed away at a young age where unfortunately I learned first hand the importance of proper planning and risk management. This led me to pursue degrees in Finance & Accounting, while playing both D3 Football and Basketball.
Today, I love spending time with my wife Alysia, and our 3 kids, Genevieve (8), Vivian (7) and Beau (3). When we're not traveling, trying new things, or most often shuttling between the kids sports and activities.. . I try to keep up on our Washington and Baltimore sports teams and occasionally breaking 100 while golfing!
|Mon.||9:00 AM - 6:00 PM|
|Tue.||9:00 AM - 6:00 PM|
|Wed.||9:00 AM - 6:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||9:00 AM - 6:00 PM|
|Sat.||9:00 AM - 12:00 PM|