Legacy Capital Group
Description
Address: 459 Monterey Ave # 100, Los Gatos, CA 95030 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (408) 399-6330Website: Place name: : : : : : Category: : Website: http://www.lcgca.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Legacy Capital Group Posting publicly on the Web Write a review Reviews Be the first to review
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Legacy Capital Group Employees
Employee
Years
Job
Industry
Scherry Glenn Scherry Glenn's Legacy Capital Group Experience May 2010 - Present
Job * at Legacy Capital Group
Industry Insurance
Experience
Legacy Capital Group May 2010 - Present
BorgWarner Morse Tec November 1999 - July 2008
Blue Cross Blue Shield of Oklahoma May 1984 - June 1998
Skills
Microsoft Office, Customer Service, Personnel Management, Human Resources, Employee Benefits, Employee Relations, Performance Management, Team Building, Payroll, Recruiting, Organizational..., Team Leadership, Training, Leadership Development, Policy, Administration, Coaching, Office Administration, Time Management, Insurance, Hiring, Benefits Administration, New Hire Orientations, Strategic Planning
Education
Connors State College
Legacy Capital Group May 2010 - Present
BorgWarner Morse Tec November 1999 - July 2008
Blue Cross Blue Shield of Oklahoma May 1984 - June 1998
Skills
Microsoft Office, Customer Service, Personnel Management, Human Resources, Employee Benefits, Employee Relations, Performance Management, Team Building, Payroll, Recruiting, Organizational..., Team Leadership, Training, Leadership Development, Policy, Administration, Coaching, Office Administration, Time Management, Insurance, Hiring, Benefits Administration, New Hire Orientations, Strategic Planning
Education
Connors State College
Sean Buxton, CFP®'s Legacy Capital Group Experience January 2014 - Present
Job Senior Wealth Advisor at Legacy Capital Group
Industry Financial Services
Experience
Legacy Capital Group January 2014 - Present
Beacon Pointe Wealth Advisors (Formerly Excelcia) January 2008 - January 2014
West Hall Properties January 2008 - December 2013
The Private Consulting Group August 2004 - September 2007
Ameriprise Financial Services, Inc. August 2003 - August 2004
Skills
Strategic Financial..., Estate Planning, Investments, Insurance, Retirement Planning, Wealth Management, Financial Planners, Customer Service, Wealth, Financial Advisory, Investment Advisory, Asset Allocation, Investment Strategies
Education
University of Arizona 1999 — 2002
BA, Economics; Creative Writing
Los Gatos High School
Legacy Capital Group January 2014 - Present
Beacon Pointe Wealth Advisors (Formerly Excelcia) January 2008 - January 2014
West Hall Properties January 2008 - December 2013
The Private Consulting Group August 2004 - September 2007
Ameriprise Financial Services, Inc. August 2003 - August 2004
Skills
Strategic Financial..., Estate Planning, Investments, Insurance, Retirement Planning, Wealth Management, Financial Planners, Customer Service, Wealth, Financial Advisory, Investment Advisory, Asset Allocation, Investment Strategies
Education
University of Arizona 1999 — 2002
BA, Economics; Creative Writing
Los Gatos High School
Tamara Morris Kent Tamara Morris Kent's Legacy Capital Group Experience January 2006 - Present
Job Corporate Benefits consultant / Heatlhcare Reform specialist / Employee insurance advisor at Legacy Capital Group/ACA
Industry Insurance
Experience
Legacy Capital Group January 2006 - Present
Arkansas Blue Cross Blue Shield July 1996 - November 2005
PCA Health Plans of Texas May 1990 - July 1996
Skills
Employee Benefits, PPACA expertise, Negotiation, Strategic Consulting, Customer Relations, Customer Satisfaction, Customer Service, Insurance, New Business Development, Disability Insurance, Marketing Strategy, Personnel Management, Health Insurance, Marketing, Policy, Strategic Planning, Life Insurance, Health Savings Accounts, Benefits Administration, Healthcare, 401k, Term Life Insurance, COBRA, Critical Illness, Long-term Care, Defined Benefit, Retirement, Brokers, Accident, Long Term Care Insurance, Employee Wellness, Fixed Annuities, Workers Compensation, Underwriting, Medicare, Insurance Brokerage, Retirement Planning, Health Care Reform, Sales, Pensions, Whole Life, FMLA, Dentistry, Property & Casualty..., Open Enrollment, FSA, HIPAA, Benefits Design, Group Medical, Employee Wellness...
Education
University of Central Arkansas 1982 — 1987
BA, Mass Communications
Conway High School 1979 — 1981
Legacy Capital Group January 2006 - Present
Arkansas Blue Cross Blue Shield July 1996 - November 2005
PCA Health Plans of Texas May 1990 - July 1996
Skills
Employee Benefits, PPACA expertise, Negotiation, Strategic Consulting, Customer Relations, Customer Satisfaction, Customer Service, Insurance, New Business Development, Disability Insurance, Marketing Strategy, Personnel Management, Health Insurance, Marketing, Policy, Strategic Planning, Life Insurance, Health Savings Accounts, Benefits Administration, Healthcare, 401k, Term Life Insurance, COBRA, Critical Illness, Long-term Care, Defined Benefit, Retirement, Brokers, Accident, Long Term Care Insurance, Employee Wellness, Fixed Annuities, Workers Compensation, Underwriting, Medicare, Insurance Brokerage, Retirement Planning, Health Care Reform, Sales, Pensions, Whole Life, FMLA, Dentistry, Property & Casualty..., Open Enrollment, FSA, HIPAA, Benefits Design, Group Medical, Employee Wellness...
Education
University of Central Arkansas 1982 — 1987
BA, Mass Communications
Conway High School 1979 — 1981
Rian (Schweitzer) Baker Rian (Schweitzer) Baker's Legacy Capital Group Experience October 2013 - Present
Job Account Manager at Legacy Capital Group
Industry Insurance
Experience
Legacy Capital Group October 2013 - Present
Colonial Life December 2012 - Present
Various places June 2010 - October 2014
New Hope Animal Hospital 2008 - 2009
Skills
Group Insurance, Employee Benefits, Insurance, Health Insurance, Life Insurance, Customer Service, Medicare, Management, Brokers, Whole Life, Health Savings Accounts, Disability Insurance, Sales, Term Life Insurance, Accident, Critical Illness, Human Resources, COBRA, Insurance Brokerage, Claim, Benefits Administration, Account Management
Education
NWACC 2007 — 2009
Business Management, Business and Accounting
Missouri Southern State University 2004 — 2006
Bachelor of Arts, Business Management; Marketing; Business Law, Accounting, and History
Ozark Technical Community College 2003 — 2004
Bachelor of Arts, Business Management
Joplin High School 1999 — 2003
Diploma, General Studies
Legacy Capital Group October 2013 - Present
Colonial Life December 2012 - Present
Various places June 2010 - October 2014
New Hope Animal Hospital 2008 - 2009
Skills
Group Insurance, Employee Benefits, Insurance, Health Insurance, Life Insurance, Customer Service, Medicare, Management, Brokers, Whole Life, Health Savings Accounts, Disability Insurance, Sales, Term Life Insurance, Accident, Critical Illness, Human Resources, COBRA, Insurance Brokerage, Claim, Benefits Administration, Account Management
Education
NWACC 2007 — 2009
Business Management, Business and Accounting
Missouri Southern State University 2004 — 2006
Bachelor of Arts, Business Management; Marketing; Business Law, Accounting, and History
Ozark Technical Community College 2003 — 2004
Bachelor of Arts, Business Management
Joplin High School 1999 — 2003
Diploma, General Studies
Thomas J. Knight, CFP®'s Legacy Capital Group Experience November 2012 - May 2015
Job Chief Operating Officer at Ipsen & Associates
Industry Financial Services
Experience
Ipsen & Associates July 2015 - Present
Legacy Capital Group November 2012 - May 2015
NFP Advisor Services Group July 2010 - November 2012
NFP Securities June 2009 - July 2010
NFP Securities, Inc. March 2007 - June 2009
NFP Securities March 2006 - March 2007
NFP Securities August 2004 - March 2006
Skills
Consultative Selling, Process Development, New Business Development, Management, Sales, Financial Services, Series 7, Selling, Recruiting, Fixed Income, Email Marketing, Process Simulation, Series 63, Business Development, Strategy, Employee Benefits, Financial Planners, Consulting, Training, Insurance
Education
The University of Texas at Austin 1999 — 2004
BA, Economics, Philosophy
Copperas Cove High School 1996 — 1999
Ipsen & Associates July 2015 - Present
Legacy Capital Group November 2012 - May 2015
NFP Advisor Services Group July 2010 - November 2012
NFP Securities June 2009 - July 2010
NFP Securities, Inc. March 2007 - June 2009
NFP Securities March 2006 - March 2007
NFP Securities August 2004 - March 2006
Skills
Consultative Selling, Process Development, New Business Development, Management, Sales, Financial Services, Series 7, Selling, Recruiting, Fixed Income, Email Marketing, Process Simulation, Series 63, Business Development, Strategy, Employee Benefits, Financial Planners, Consulting, Training, Insurance
Education
The University of Texas at Austin 1999 — 2004
BA, Economics, Philosophy
Copperas Cove High School 1996 — 1999
Corry Hull Corry Hull's Legacy Capital Group Experience December 2012 - Present
Job Healthcare Reform & Employee Benefits Consultant
Industry Insurance
Experience
Legacy Capital Group December 2012 - Present
Bean Hamilton Corporate Benefits July 2010 - December 2012
Affordable Insurance LLC 2009 - 2010
Bio-Equipment, Inc 2007 - 2009
Hull & Company Commercial Real Estate January 2006 - December 2008
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Life Insurance, Small Business, Long-term Care, Health Savings Accounts, Group Medical, Retirement, Medicare, Term Life Insurance, Brokers, Benefits Administration, 401k, Human Resources, Sales, Flexible Spending..., Critical Illness, Marketing, Underwriting, Property & Casualty..., Deferred Compensation, Cafeteria Plans, Strategic Planning, Retirement Planning, Dentistry, Whole Life, Commercial Insurance, Workers Compensation, Employee Engagement, Group Benefits, Health, Business Planning, Defined Benefit, Income Protection, Executive Pay, Accident, Universal Life, Financial Planners, FMLA, Health Policy, Fully Insured, Long Term Care, Group Health, Plan Design, Leadership, Risk Management, Investments, Customer Service
Education
NWACC 2003 — 2007
Business, Kinesiology
Northwest Technical Institute 2000 — 2003
certification in Electronics Technology, Computer Engineering
Legacy Capital Group December 2012 - Present
Bean Hamilton Corporate Benefits July 2010 - December 2012
Affordable Insurance LLC 2009 - 2010
Bio-Equipment, Inc 2007 - 2009
Hull & Company Commercial Real Estate January 2006 - December 2008
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Life Insurance, Small Business, Long-term Care, Health Savings Accounts, Group Medical, Retirement, Medicare, Term Life Insurance, Brokers, Benefits Administration, 401k, Human Resources, Sales, Flexible Spending..., Critical Illness, Marketing, Underwriting, Property & Casualty..., Deferred Compensation, Cafeteria Plans, Strategic Planning, Retirement Planning, Dentistry, Whole Life, Commercial Insurance, Workers Compensation, Employee Engagement, Group Benefits, Health, Business Planning, Defined Benefit, Income Protection, Executive Pay, Accident, Universal Life, Financial Planners, FMLA, Health Policy, Fully Insured, Long Term Care, Group Health, Plan Design, Leadership, Risk Management, Investments, Customer Service
Education
NWACC 2003 — 2007
Business, Kinesiology
Northwest Technical Institute 2000 — 2003
certification in Electronics Technology, Computer Engineering
Teressa Rambo Teressa Rambo's Legacy Capital Group Experience December 2014 - Present
Job Senior Managing Retirement Plans Advisor at Legacy Capital Group
Industry Investment Management
Experience
Legacy Capital Group December 2014 - Present
DataPath Investment Advisors, Inc. October 2010 - December 2014
BKD Wealth Advisors March 2004 - October 2010
Wachovia Securities / A G Edwards 2002 - 2003
LRCVB 2002 - 2002
Stephens Inc. 1992 - 2002
Cranford Johnson Robinson Woods 1985 - 1990
Skills
Employee Benefits, Financial Analysis, Investment Advisory, Business Analysis, Financial Modeling, Due Diligence, Insurance, Investments, Project Management, Microsoft Office, Wealth Management, Management Consulting, Training, Financial Advisory, Finance, Retirement, Accounting, Retirement Planning, Pensions, Consulting, Sales, Risk Management
Education
John Brown University 1997 — 1999
Bachelor of Science, Organization Management
North Little Rock Northeast High School 1974 — 1977
Legacy Capital Group December 2014 - Present
DataPath Investment Advisors, Inc. October 2010 - December 2014
BKD Wealth Advisors March 2004 - October 2010
Wachovia Securities / A G Edwards 2002 - 2003
LRCVB 2002 - 2002
Stephens Inc. 1992 - 2002
Cranford Johnson Robinson Woods 1985 - 1990
Skills
Employee Benefits, Financial Analysis, Investment Advisory, Business Analysis, Financial Modeling, Due Diligence, Insurance, Investments, Project Management, Microsoft Office, Wealth Management, Management Consulting, Training, Financial Advisory, Finance, Retirement, Accounting, Retirement Planning, Pensions, Consulting, Sales, Risk Management
Education
John Brown University 1997 — 1999
Bachelor of Science, Organization Management
North Little Rock Northeast High School 1974 — 1977
Jessica Sorg, AALU, ALMI, ACS Jessica Sorg, AALU, ALMI, ACS's Legacy Capital Group Experience January 2013 - Present
Job Director of Underwriting at Legacy Capital Group
Industry Financial Services
Experience
Legacy Capital Group January 2013 - Present
Legacy Capital Group October 2006 - January 2013
Legacy Capital Group July 2005 - October 2006
Skills
Underwriting, Life Insurance, Insurance, Investments, Employee Benefits, Medical Records, Risk Assessment, Term Life Insurance, Financial Services, Relationship Management, Universal Life, General Insurance, Health Insurance, Training, Disability Insurance, Critical Illness, Long-term Care, Management, Retirement Planning
Education
University of Central Arkansas 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Health Services/Allied Health/Health Sciences, General
Legacy Capital Group January 2013 - Present
Legacy Capital Group October 2006 - January 2013
Legacy Capital Group July 2005 - October 2006
Skills
Underwriting, Life Insurance, Insurance, Investments, Employee Benefits, Medical Records, Risk Assessment, Term Life Insurance, Financial Services, Relationship Management, Universal Life, General Insurance, Health Insurance, Training, Disability Insurance, Critical Illness, Long-term Care, Management, Retirement Planning
Education
University of Central Arkansas 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Health Services/Allied Health/Health Sciences, General
Hannah Leonard's Legacy Capital Group Experience May 2014 - Present
Job Office Administrator at Legacy Capital Group
Industry Financial Services
Experience
Legacy Capital Group May 2014 - Present
Metropolitan National Bank July 2013 - April 2014
Skills
Customer Service, Microsoft Office, Microsoft Excel, Insurance, Microsoft Word, Management, PowerPoint, Outlook, Sales, Investments
Education
University of Central Arkansas 2009 — 2013
Bachelor of Science (BS), Family and Consumer Sciences/Human Sciences
Legacy Capital Group May 2014 - Present
Metropolitan National Bank July 2013 - April 2014
Skills
Customer Service, Microsoft Office, Microsoft Excel, Insurance, Microsoft Word, Management, PowerPoint, Outlook, Sales, Investments
Education
University of Central Arkansas 2009 — 2013
Bachelor of Science (BS), Family and Consumer Sciences/Human Sciences
Nia Weston's Legacy Capital Group Experience January 2013 - May 2013
Job Legal Fellow at Georgia Lawyers for the Arts
Industry Legal Services
Experience
Georgia Lawyers For The Arts September 2013 - Present
Public Defender - Atlanta Judicial Circuit August 2013 - October 2013
US EEOC - Little Rock District Office January 2013 - May 2013
Legacy Capital Group January 2013 - May 2013
Public Defender - Atlanta Judicial Circuit May 2012 - August 2012
US EEOC - Atlanta District Office January 2012 - May 2012
Georgia Capital Defender Office May 2011 - August 2011
Muddy Water Music Group May 2009 - August 2009
Skills
Westlaw, Legal Research, Legal Writing, Courts, Mediation, Employment Law, Research, Employment..., Document Drafting, Legal Compliance, Employee Benefits
Education
University of Arkansas at Little Rock, William H. Bowen School of Law 2010 — 2013
JD, May 2013
Spelman College 2006 — 2010
BA, Poltical Science
Southwest Atlanta Christian Academy 2002 — 2006
HS Diploma
Georgia Lawyers For The Arts September 2013 - Present
Public Defender - Atlanta Judicial Circuit August 2013 - October 2013
US EEOC - Little Rock District Office January 2013 - May 2013
Legacy Capital Group January 2013 - May 2013
Public Defender - Atlanta Judicial Circuit May 2012 - August 2012
US EEOC - Atlanta District Office January 2012 - May 2012
Georgia Capital Defender Office May 2011 - August 2011
Muddy Water Music Group May 2009 - August 2009
Skills
Westlaw, Legal Research, Legal Writing, Courts, Mediation, Employment Law, Research, Employment..., Document Drafting, Legal Compliance, Employee Benefits
Education
University of Arkansas at Little Rock, William H. Bowen School of Law 2010 — 2013
JD, May 2013
Spelman College 2006 — 2010
BA, Poltical Science
Southwest Atlanta Christian Academy 2002 — 2006
HS Diploma
Kari Gillenwater's Legacy Capital Group Experience 2005 - 2007
Job Owner at Gillenwater Consulting
Industry Marketing and Advertising
Experience
Lion Street August 2014 - Present
Gillenwater Consulting January 2010 - Present
Executive Director for the McGehee Group Study Group 2005 - Present
Hebets & Maguire, LLC January 2006 - June 2010
NFP 2005 - 2009
Legacy Capital Group 2005 - 2007
Skills
Strategy, Sales, Marketing Strategy, Marketing, Entrepreneurship, Marketing Communications, Strategic Planning, Business Development, Program Development, Web Design, Team Building, B2B, Business Strategy
Education
University of Arkansas at Fayetteville 1986 — 1989
Journalism/ Advertising and PR
Lion Street August 2014 - Present
Gillenwater Consulting January 2010 - Present
Executive Director for the McGehee Group Study Group 2005 - Present
Hebets & Maguire, LLC January 2006 - June 2010
NFP 2005 - 2009
Legacy Capital Group 2005 - 2007
Skills
Strategy, Sales, Marketing Strategy, Marketing, Entrepreneurship, Marketing Communications, Strategic Planning, Business Development, Program Development, Web Design, Team Building, B2B, Business Strategy
Education
University of Arkansas at Fayetteville 1986 — 1989
Journalism/ Advertising and PR
Iesha Bayona's Legacy Capital Group Experience March 2012 - February 2014
Job Executive Assistant to the CEO at Indian Health Center of Santa Clara Valley
Industry Executive Office
Experience
Indian Health Center April 2014 - Present
Legacy Capital Group March 2012 - February 2014
Brown Insurance Services of Los Altos August 2010 - August 2011
Workforce Logic c/o eBay, Inc. 2008 - 2010
Heckman Financial & Insurance Services, Inc. August 2002 - January 2008
Skills
Customer Service, Insurance, Team Building, Microsoft Office, Recruiting, Public Speaking, Leadership, Coaching, Team Leadership, Negotiation, Social Networking, Microsoft Excel, Sales, PowerPoint, Social Media, General Insurance, New Business Development, Supervisory Skills, Time Management, Microsoft Word, Applicant Tracking..., Project Management, Employee Benefits, Strategic Planning, Advertising
Education
San Jose City College 1997 — 2000
Indian Health Center April 2014 - Present
Legacy Capital Group March 2012 - February 2014
Brown Insurance Services of Los Altos August 2010 - August 2011
Workforce Logic c/o eBay, Inc. 2008 - 2010
Heckman Financial & Insurance Services, Inc. August 2002 - January 2008
Skills
Customer Service, Insurance, Team Building, Microsoft Office, Recruiting, Public Speaking, Leadership, Coaching, Team Leadership, Negotiation, Social Networking, Microsoft Excel, Sales, PowerPoint, Social Media, General Insurance, New Business Development, Supervisory Skills, Time Management, Microsoft Word, Applicant Tracking..., Project Management, Employee Benefits, Strategic Planning, Advertising
Education
San Jose City College 1997 — 2000
Raymond Raphael Raymond Raphael's Legacy Capital Group Experience February 2004 - Present
Job Principal at Legacy Capital Group
Industry Insurance
Experience
Legacy Capital Group February 2004 - Present
Skills
Employee Benefits, Customer Service, Insurance, Real Estate, Term Life Insurance, Brokers, Long-term Care, Health Insurance, Life Insurance, Underwriting, Investments, Disability Insurance, Health Savings Accounts, Strategic Planning, 401k, Negotiation, Salesforce.com, Benefits Administration, Team Building, Workers Compensation, Team Leadership, Coaching, Talent Management, Leadership
Education
University of Central Arkansas 1986 — 1992
BBA Finance and MBA
Catholic High School 1982 — 1986
High School
Legacy Capital Group February 2004 - Present
Skills
Employee Benefits, Customer Service, Insurance, Real Estate, Term Life Insurance, Brokers, Long-term Care, Health Insurance, Life Insurance, Underwriting, Investments, Disability Insurance, Health Savings Accounts, Strategic Planning, 401k, Negotiation, Salesforce.com, Benefits Administration, Team Building, Workers Compensation, Team Leadership, Coaching, Talent Management, Leadership
Education
University of Central Arkansas 1986 — 1992
BBA Finance and MBA
Catholic High School 1982 — 1986
High School
Kendal Schall Kendal Schall's Legacy Capital Group Experience August 2013 - Present
Job at Legacy Capital Group
Industry Financial Services
Experience
Legacy Capital Group August 2013 - Present
Morgan Stanley Smith Barney July 2007 - August 2013
Skills
Series 7, Series 66
Education
Santa Clara University 2003 — 2007
Bachelor's degree, Finance, General
Saint Francis High School
Legacy Capital Group August 2013 - Present
Morgan Stanley Smith Barney July 2007 - August 2013
Skills
Series 7, Series 66
Education
Santa Clara University 2003 — 2007
Bachelor's degree, Finance, General
Saint Francis High School
Joe Cazzell, CFP® Joe Cazzell, CFP®'s Legacy Capital Group Experience September 2014 - Present
Job Employee Benefits and Healhcare Reform Consultant | Specialist in Health & Welfare Plans for Large/MidSize Employers
Industry Insurance
Experience
Legacy Capital Group September 2014 - Present
RJC Planning Group, INC November 2009 - September 2014
Bean Hamilton Corporate Benefits August 2008 - October 2009
Skills
Health Insurance, Employee Benefits, Underwriting, Life Insurance, Deferred Compensation, Disability Insurance, Strategic Planning, Insurance, Benefits Administration, Employee Relations, Long-term Care, Leadership, Sales
Education
The American College 2008 — 2009
Insurance and Financial Planning
University of Central Arkansas 2004 — 2008
BBA, Insurance and Risk Management
Legacy Capital Group September 2014 - Present
RJC Planning Group, INC November 2009 - September 2014
Bean Hamilton Corporate Benefits August 2008 - October 2009
Skills
Health Insurance, Employee Benefits, Underwriting, Life Insurance, Deferred Compensation, Disability Insurance, Strategic Planning, Insurance, Benefits Administration, Employee Relations, Long-term Care, Leadership, Sales
Education
The American College 2008 — 2009
Insurance and Financial Planning
University of Central Arkansas 2004 — 2008
BBA, Insurance and Risk Management
Aaron Sites Aaron Sites's Legacy Capital Group Experience May 2010 - February 2012
Job Director of Financial Services at Palco
Industry Financial Services
Experience
Palco December 2014 - Present
FedEx Freight September 2014 - December 2014
FedEx Freight June 2012 - August 2014
Northington Investment Group February 2012 - June 2012
Legacy Capital Group May 2010 - February 2012
Internal Revenue Service June 2009 - January 2010
Arkansas Science & Technology Authority August 2008 - June 2009
University of Arkansas at Little Rock August 2006 - December 2007
Williams & Anderson PLC July 2006 - July 2007
Skills
Financial Analysis, Microsoft Excel, Finance, Management, Budgets, Accounting, Account Reconciliation, Financial Reporting, PeopleSoft
Education
University of Arkansas at Little Rock, William H. Bowen School of Law 2007 — 2011
Doctor of Law (JD)
University of Arkansas at Little Rock 2006 — 2007
Master of Business Administration (MBA)
University of Arkansas at Little Rock 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Palco December 2014 - Present
FedEx Freight September 2014 - December 2014
FedEx Freight June 2012 - August 2014
Northington Investment Group February 2012 - June 2012
Legacy Capital Group May 2010 - February 2012
Internal Revenue Service June 2009 - January 2010
Arkansas Science & Technology Authority August 2008 - June 2009
University of Arkansas at Little Rock August 2006 - December 2007
Williams & Anderson PLC July 2006 - July 2007
Skills
Financial Analysis, Microsoft Excel, Finance, Management, Budgets, Accounting, Account Reconciliation, Financial Reporting, PeopleSoft
Education
University of Arkansas at Little Rock, William H. Bowen School of Law 2007 — 2011
Doctor of Law (JD)
University of Arkansas at Little Rock 2006 — 2007
Master of Business Administration (MBA)
University of Arkansas at Little Rock 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Amy Cono Amy Cono's Legacy Capital Group Experience October 2009 - Present
Job Key Accounts Coordinator at Legacy Capital Group
Industry Financial Services
Experience
Legacy Capital Group October 2009 - Present
Legacy Capital Group California March 2007 - October 2009
Skills
Salesforce.com, Customer Service, Negotiation, Portfolio Management, Team Leadership, Accounting, Team Building, Business Planning, Asset Management, Financial Analysis, CRM, Microsoft Excel, Social Media Marketing
Education
Oglethorpe University 2001 — 2005
B.S., Economics
Legacy Capital Group October 2009 - Present
Legacy Capital Group California March 2007 - October 2009
Skills
Salesforce.com, Customer Service, Negotiation, Portfolio Management, Team Leadership, Accounting, Team Building, Business Planning, Asset Management, Financial Analysis, CRM, Microsoft Excel, Social Media Marketing
Education
Oglethorpe University 2001 — 2005
B.S., Economics
Matt Jones, JD, CFP Matt Jones, JD, CFP's Legacy Capital Group Experience September 1997 - Present
Job President, Legacy Capital Group
Industry Financial Services
Experience
Legacy Capital Group September 1997 - Present
Stephens Inc. January 1996 - September 1997
Skills
Life Insurance, Financial Services, Investments
Education
UALR Bowen School of Law 1991 — 1994
JD, Law
University of Arkansas at Fayetteville 1987 — 1991
bsba, Financial Management
Legacy Capital Group September 1997 - Present
Stephens Inc. January 1996 - September 1997
Skills
Life Insurance, Financial Services, Investments
Education
UALR Bowen School of Law 1991 — 1994
JD, Law
University of Arkansas at Fayetteville 1987 — 1991
bsba, Financial Management
Brent Bunger's Legacy Capital Group Experience November 1992 - Present
Job Principal at Legacy Capital Group
Industry Financial Services
Experience
Legacy Capital Group November 1992 - Present
Education
Santa Clara University
Bachelor of Science
Legacy Capital Group November 1992 - Present
Education
Santa Clara University
Bachelor of Science
Don Payne's Legacy Capital Group Experience September 2014 - Present
Job Principal at Legacy Capital Group
Industry Insurance
Experience
Legacy Capital Group September 2014 - Present
Wealth Preservation Services May 2014 - September 2014
Harris, Crouch, Long, Scott & Miller October 2004 - April 2014
The Todd Organization August 1997 - August 2004
Pacific Life December 1994 - September 1997
Skills
Life Insurance, Estate Planning, Securities, Risk Management, Finance, Insurance, Strategic Financial..., Customer Service, Financial Advisory, Business Planning, Financial Services, Retirement Planning, Leadership, Fixed Annuities, Investments, Financial Planning, Retirement
Education
East Carolina University 1985 — 1987
MBA
East Carolina University 1980 — 1985
BA, Computer Science
The American College 1994 — 1995
CLU, Chartered Life Underwriter
Hickory High 1977 — 1980
Legacy Capital Group September 2014 - Present
Wealth Preservation Services May 2014 - September 2014
Harris, Crouch, Long, Scott & Miller October 2004 - April 2014
The Todd Organization August 1997 - August 2004
Pacific Life December 1994 - September 1997
Skills
Life Insurance, Estate Planning, Securities, Risk Management, Finance, Insurance, Strategic Financial..., Customer Service, Financial Advisory, Business Planning, Financial Services, Retirement Planning, Leadership, Fixed Annuities, Investments, Financial Planning, Retirement
Education
East Carolina University 1985 — 1987
MBA
East Carolina University 1980 — 1985
BA, Computer Science
The American College 1994 — 1995
CLU, Chartered Life Underwriter
Hickory High 1977 — 1980
Kassandra Xavier's Legacy Capital Group Experience March 2004 - Present
Job Plan Design Associate at Legacy Capital Group
Industry Financial Services
Experience
Legacy Capital Group March 2004 - Present
Education
Loyola Marymount University 1990 — 1993
Bachelor of Arts (B.A.), Western European Studies
Legacy Capital Group March 2004 - Present
Education
Loyola Marymount University 1990 — 1993
Bachelor of Arts (B.A.), Western European Studies
Glenda Fortenbury Grimmett's Legacy Capital Group Experience November 2004 - July 2015
Job Client Manager at CoreSource, A Trustmark Company
Industry Insurance
Experience
CoreSource, A Trustmark Company July 2015 - Present
Legacy Capital Group November 2004 - July 2015
Legacy Capital Group March 2003 - November 2004
Stephens Inc. January 2001 - March 2003
Skills
Employee Benefits, Insurance, Health Insurance, Life Insurance, Customer Service, Health Savings Accounts, Term Life Insurance, Team Building, Public Speaking, Disability Insurance, Underwriting, Long-term Care, Salesforce.com, Sales Management, Negotiation, New Business Development, Brokers, Investments, Contract Negotiation, Employee Health Fairs, Benefits Commuications..., Strategic Planning
Education
University of Central Arkansas 1996 — 2000
Bachelor's degree, Speech & Communications
CoreSource, A Trustmark Company July 2015 - Present
Legacy Capital Group November 2004 - July 2015
Legacy Capital Group March 2003 - November 2004
Stephens Inc. January 2001 - March 2003
Skills
Employee Benefits, Insurance, Health Insurance, Life Insurance, Customer Service, Health Savings Accounts, Term Life Insurance, Team Building, Public Speaking, Disability Insurance, Underwriting, Long-term Care, Salesforce.com, Sales Management, Negotiation, New Business Development, Brokers, Investments, Contract Negotiation, Employee Health Fairs, Benefits Commuications..., Strategic Planning
Education
University of Central Arkansas 1996 — 2000
Bachelor's degree, Speech & Communications
Bret Saalwaechter's Legacy Capital Group Experience August 2002 - September 2002
Job Teaching Assistant
Industry International Affairs
Experience
Department of Urban Planning Studies, University of California San Diego March 2009 - Present
School of International Relations and Pacific Studies, University of California San Diego January 2009 - March 2009
Save the Children June 2008 - September 2008
Macro International September 2007 - March 2008
Hokkaido Board of Education, Japan July 2005 - July 2007
Habitat for Humanity JET Special Interest Group June 2006 - June 2007
Legacy Capital Group August 2002 - September 2002
Education
UC San Diego School of Global Policy and Strategy (GPS) 2007 — 2009
Master of Pacific International Affairs (MPIA), Post-conflict Relief and Development / Nonprofit Management
University of California, Los Angeles 2001 — 2005
Bachelor of Arts (BA), Political Science, History
Department of Urban Planning Studies, University of California San Diego March 2009 - Present
School of International Relations and Pacific Studies, University of California San Diego January 2009 - March 2009
Save the Children June 2008 - September 2008
Macro International September 2007 - March 2008
Hokkaido Board of Education, Japan July 2005 - July 2007
Habitat for Humanity JET Special Interest Group June 2006 - June 2007
Legacy Capital Group August 2002 - September 2002
Education
UC San Diego School of Global Policy and Strategy (GPS) 2007 — 2009
Master of Pacific International Affairs (MPIA), Post-conflict Relief and Development / Nonprofit Management
University of California, Los Angeles 2001 — 2005
Bachelor of Arts (BA), Political Science, History
Kathryn Gornatti's Legacy Capital Group Experience Senior Sales RepresentativeEli Lilly and Company2000 - 2008
Job Coporate Benefits Consultant at Legacy Capital Group
Industry Insurance
Experience
Legacy Capital Group Senior Sales RepresentativeEli Lilly and Company2000 - 2008
Education
University of Arkansas at Little Rock 1990 — 1996
psychology
Little Rock Central 1984 — 1987
Legacy Capital Group Senior Sales RepresentativeEli Lilly and Company2000 - 2008
Education
University of Arkansas at Little Rock 1990 — 1996
psychology
Little Rock Central 1984 — 1987
Richard Cazzell's Legacy Capital Group Experience September 2014 - Present
Job Senior Benefits Consultant
Industry Insurance
Experience
Legacy Capital Group September 2014 - Present
RJC Planning Group, INC January 1994 - September 2014
Education
University of Arkansas 1969 — 1974
BSBA, Accounting
Legacy Capital Group September 2014 - Present
RJC Planning Group, INC January 1994 - September 2014
Education
University of Arkansas 1969 — 1974
BSBA, Accounting
Michael Tripp's Legacy Capital Group Experience July 1998 - February 2006
Job VP, Division Manager (East Bay) The Estates Group
Industry Wine and Spirits
Experience
Youngs Market Company January 2015 - Present
Youngs Market Company April 2012 - January 2015
Youngs Market Company October 2009 - March 2012
Epic Wines January 2007 - September 2009
Epic Wines June 2006 - December 2006
Legacy Capital Group July 1998 - February 2006
Education
Society of Wine Educators 2010 — 2010
CSW
Bowling Green State University 1992 — 1996
Bachelor of Arts
Youngs Market Company January 2015 - Present
Youngs Market Company April 2012 - January 2015
Youngs Market Company October 2009 - March 2012
Epic Wines January 2007 - September 2009
Epic Wines June 2006 - December 2006
Legacy Capital Group July 1998 - February 2006
Education
Society of Wine Educators 2010 — 2010
CSW
Bowling Green State University 1992 — 1996
Bachelor of Arts
Vicki Burgess's Legacy Capital Group Experience Broker Sales RepAetnaJanuary 1999 - April 2001
Job Director of Client Services at Legacy Capital Group
Industry Insurance
Experience
Legacy Capital Group Broker Sales RepAetnaJanuary 1999 - April 2001
Skills
Employee Benefits, Insurance, Life Insurance, Health Insurance, Customer Service, Disability Insurance, Health Savings Accounts, Long-term Care, Customer Satisfaction, Term Life Insurance, Brokers, Small Business, Accounting, Public Speaking, Salesforce.com
Education
JL McClellan 1980 — 1983
University of Arkansas at Little Rock
Speech Communications, Speech
Legacy Capital Group Broker Sales RepAetnaJanuary 1999 - April 2001
Skills
Employee Benefits, Insurance, Life Insurance, Health Insurance, Customer Service, Disability Insurance, Health Savings Accounts, Long-term Care, Customer Satisfaction, Term Life Insurance, Brokers, Small Business, Accounting, Public Speaking, Salesforce.com
Education
JL McClellan 1980 — 1983
University of Arkansas at Little Rock
Speech Communications, Speech