O Our Financial Advisor Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investment and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced financial 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.
j Jeremy W. Young
Jeremy Young brings a breath of fresh air to the financial services industry. Entering his 15th year as a financial advisor, Jeremy offers the depth of knowledge and integrity that you should require of your financial professional.
A Aaron Bethune
Aaron Bethune began his career as a Financial Professional in 2013 and is uniquely qualified to assist educational professionals and jurisdictions with retirement, estate, and investment goals. With his broad prospective and experience of investments, Aaron
D David Foster
Financial Professional – Auburn Branch
David Foster brings a personalized approach to the financial services industry. David began his career as a Financial Professional in 2015 and is passionate about helping others and making a difference in their lives.
k Keri Fish
Director of Operations
Keri Fish joined Legacy Advisory Group in May 2022 and serves as Director of Operations. With more than 20 years of financial services experience ranging from marketing, regulatory compliance and operations management, Keri’s focus is providing her expertise regarding all client service needs while creating and maintaining lasting and positive client relationships as well as researching new business tools and developing processes for implementation within the firm.
R Richard “Coach” Saito
Fixed Product Specialist