We take a collaborative approach with each of our clients so that they have the benefit of every team member's individual expertise. We have also built a network of professional relationships with attorneys, accountants, real estate specialists and other experts to ensure that we can give our clients the specialized advice they need for every issue.
Our team of financial professionals can help you address:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Aaron is managing principal of Concierge Private Wealth Management, LLC. His 15 years of experience in the financial services industry, gives Concierge Legacy Advisors the ability to advise clients on their financial legacies.
Van is a managing principal of Concierge Risk Management, LLC. With nearly 20 years in the risk management industry, Van gives Concierge Legacy Advisors the ability to address the risks our clients have.
Director of Operations
Dustin is the director of operations for Concierge Legacy Advisors. His duties include: ensuring client services are running smoothly and accounts are being managed and processed effectively. Dustin received his degree in finance from...
Joseph is a Financial Advisor for Concierge Legacy Advisors and uses a comprehensive financial planning approach to look at a client’s entire financial picture in order to help guide them towards their goals.
Katheryn is an Investment Advisor Representative for Concierge Legacy Advisors. She provides financial advice, education, and services to clients; specializing in Financial Planning, Student Loan Management, as well as 401k Advising.