Printer FriendlyLLG Wealth Management and Planning (WM&P)
LLG Wealth Management & Planning is a private wealth management company with a dedicated team of financial advisors aligned with Linsco/Private Ledger (LPL), the nation's number one independent brokerage firm.* Through our affiliation with LPL, we are supported by solid investment research, technology and products that will provide you with innovative strategies and a comprehensive plan to achieve financial success.
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Jon Dewar, President 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...
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Al Howell, CLU, LPL Financial Advisor and Investment Advisor Representative (IAR), Managing Director |
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Arron Brisard, LPL Financial Advisor |
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Scott Sumner, LPL Registered Financial Services Representative Knowledgeable in the wealth management industry, Scott is a hard-working dedicated professional, who understands the importance of knowing clients as individuals and understanding their personal financial goals and expectations. Read More... |
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Tai Lopez, Founding Partner 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... |
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David Grubbs , CFO 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... |
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Brian Marshburn |
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René Rodriguez, Chief Marketing and Communications Officer 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... |
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Nikki Kourie, Executive Assistant to President and CEO |
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Natalie Jreisat, Office Manager |
