LLG WM&P About Us

Jon Dewar, President
LPL Financial Advisor, MBA

Jon is one of the two founding partners for the Legacy Life Group. Jon provides customized financial planning and educational presentations to help clients maximize their retirement. Read More...

Al Howell, CLU, LPL Financial Consultant
and Managing Director
With 28 years in the financial services business, Al is one of LLG's most experienced LPL team members, and he is often brought in to assist with more advanced client cases. Read More...

Arron Brisard, LPL Financial Advisor
and Investment Advisor Representative (IAR)
As an expert in his field with a decade of experience, Arron's in-depth knowledge of financial planning, coupled with his passion for superior customer service, make him a highly sought-after advisor. Read More...

Tai Lopez, Co-Founder
CFP®, ChFC, CLU
Tai is a CERTIFIED FINANCIAL PLANNER™ Practitioner and CEO of The Legacy Life Group, which was formed when he and co-founder Jon Dewar merged their businesses in 2003. Read More...   

David Grubbs , Tax Consultant
CPA, CFP®, CLU, PFS

Dave is a CERTIFIED FINANCIAL PLANNER™ Practitioner and tax consultant for The Legacy Life Group. His in-depth knowledge helps all of LLG’s clients. Read More...

Brian Marshburn
MBA
Brian serves as the Client Services Manager for The Legacy Life Group. Brian establishes and prepares financial plans for LLG clients. Read More...

Rene’s background in branding, design, marketing, and client outreach made him an ideal fit for LLG, which he initially helped as a consultant until formally coming on board. Read More...

Nikki Kourie, Executive Assistant to President and CEO
Nikki has been excelling in client services ever since graduating with Honors from the University of North Carolina in Chapel Hill. Read More...

Natalie Jreisat, Office Manager
Natalie is a Dean’s List graduate of Peace College in Raleigh, North Carolina, and she manages the Raliegh office. Read More...