Team

Andy Rad

Chief Investment Officer, Wealth Advisor

Peter Covino, III

Senior Wealth Advisor

Tami Wheeler

Chief Compliance Officer, Office Manager

Acen Hansen

Wealth Advisor

Jeffrey Durham

Wealth Advisor

Justin Martin

Wealth Advisor

Matthew Valentine

Wealth Advisor

Scott Didriksen

Wealth Advisor

Scott Escujuri

Wealth Advisor and Attorney

Lydon Crane

Wealth Advisor and CPA

James Lewis

Wealth Advisor and Attorney

Caleb Howard

Financial Analyst

Keira Anderson

Servicing Team

Jaime Redfern

Tax Manager

Paula Kazda

Servicing Team Lead

Rachel Rose

Client Coordinator

Brian Crane

Financial Analyst
©2019 Legacy Wealth Management. All rights reserved. Contact | Terms & Conditions
Legacy Wealth Management, LLC is a registered investment advisor with the Securities and Exchange Commission. The firm transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that an advisor has attained a particular level of skill or ability. No investment strategy can guarantee positive returns. All investment strategies have the potential for profit or loss. The Information contained in Legacy Wealth Management’s marketing materials should neither be construed as a provision of personalized investment advice nor as a guarantee that a certain level of results will be achieved. Under no circumstances should the information be construed as an offer to sell or solicitation of an offer to buy a particular service or product. To the full extent permitted under applicable law, Legacy Wealth Management expressly disclaims all warranties of any kind, whether expressed or implied, including but not limited to: implied warranties of merchantability, accuracy, fitness for a particular purpose and non‐infringement.
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