Team

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 investing 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 advisors 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

Founder

Jeremy Young brings a breath of fresh air to the financial services industry. Entering his 11th year as a financial advisor, Jeremy offers the depth of knowledge and integrity that you should require of your financial professional.

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A Aaron Bethune

Co-Founder

Aaron Bethune began his career as a Financial Adviser 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

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D David Foster

Head of Internal Operations – Montgomery

David Foster brings a personalized approach to the financial services industry. Finance is not only his passion, but an opportunity for him to make a difference in the lives of others.

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j Karen Delimater

Head of Internal Operations – Birmingham

While serving as a Client Service Advisor, Karen Delimater leads Legacy Advisory Group with excellent customer service and attention to detail. She assists with meeting preparation,

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R Richard “Coach” Saito

Fixed Product Specialist

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