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 firsthand 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!
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. t'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.
General Information |
| Firm Start Year: | 2003 | |
| No.of Employees: | 10-19 | |
| 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 |
| Work with the following types of clients: | Individual Investors, Non-Profit Organizations, Businesses |
Services |
| 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) |
| Can meet clients in the following ways: | Your Office, Via Phone, Our Office, 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 Information |
| 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 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $50,000 |
| Compensation Methods: | Hourly, Based on Assets, Flat Fee |
| Fee % Based on Assets: | Tier Based |
| Hourly Rate: | $100 |
| 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. |
Education |
| Bachelors of Science in Business Administration - Finance and Accounting | Waynesburg University
09/1999-05/2003 |
Faqs |
Do you have a customer satisfaction or refund policy?- Customer Satisfaction is 5/5 - yes - refund policy, if you're not happy with our services or do not find value our fees are 100% Refundable |
How do you charge for your services?Flat fee or a percentage of assets under management |
How are you compensated? How will I pay for your services?Our initial conversation is at our expense - NO COST to you We serve clients in 2 capacities: a) as your financial planner - a flat cost per year to understand you and your goals and give advice on what you can do to improve upon your situation. b) as your Investment Advisor- we charge an advisory fee to build and manage your investments. On average it is 1% |
If you are going to manage my account, will you obtain my permission every time you buy or sell something?we have 2 options: 1- Discretionary - we make investments decision based upon your goals, time horizon and risk tolerance without your pre-approval. 2- Non-Discretionary - we obtain your permission every time we buy or sell something |
How many clients do you currently manage?75 - |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
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Mon. | 9:00 AM - 6:00 PM |
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Tue. | 9:00 AM - 6:00 PM |
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Wed. | 9:00 AM - 6:00 PM |
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Thu. | 9:00 AM - 6:00 PM |
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Fri. | 9:00 AM - 6:00 PM |
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Sat. | 9:00 AM - 12:00 PM |
| Baltimore | Owings Mills |
| Phoenix | Cockeysville |
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