Broker Check

 800-519-4015

Team

Diverse clients call for a diverse team. Our team members hail from three continents and have lived and studied around the world. We represent many different cultural backgrounds and ages (across six decades, in fact). Our team of financial professionals has over 150 years of combined experience working with complex financial matters.

As diverse a team as we are, we are unified in our fundamental approach to wealth management: to offer objective investment advice coupled with a sound financial plan that can better address our clients’ goals. You will receive personalized guidance from your wealth advisor with only your best interest in mind.

 

Tony DuBose

Managing Principal

tony.dubose@lwmfl.com

Tony DuBose is a wealth advisor who has helped individuals, families, and institutions pursue their financial goals for over 20 years. As Chief Investment Officer (CIO) he leads the firm’s investment committee, making key...
Read more

Sonja Koppenwallner, CFP®

Wealth Advisor

sk@lwmfl.com

Sonja Koppenwallner, CERTIFIED FINANCIAL PLANNER™ Professional and Wealth Advisor, has worked closely with her clients to pursue their financial goals since 2005. Her areas of specialty include, but are not limited to: Wealth...

Read more

Ken Sandler, CPA

ken.sandler@lwmfl.com

Kenneth B. Sandler has been a registered CPA in South Florida for over 25 years. He honed his skills in tax planning and IRS representation while working for several international CPA firms. Serving clients as an independent financial...

Read more

Karla Avecillas

Operations Associate

karla@lwmfl.com

Karla Avecillas joined the Legacy Wealth Management Team as an Operations and Marketing Associate in 2009 shortly after graduating high school. Out of all her duties, the opportunity to serve and build relationships with the firm’s...

Read more

Randy Lifshotz

randy@lwmfl.com

Randy Lifshotz developed his philosophy for helping his clients define and implement their most important financial goals through his passion for touring the world on his motorcycle.
Read more

Neelie Sacharow, CRPC

neelie.sacharow@lwmfl.com

Neelie Sacharow believes that true freedom can only be achieved when one is financially independent. Achieving one’s goals involves more than just number crunching and investment management. Over time, her clients become aware that...

Read more

Margarita Dominguez

Compliance and Operations Manager

md@lwmfl.com

Margarita Dominguez is the Compliance and Operations Manager for Legacy Wealth Management and has been with the company since 2000.

Read more

Lee Brennan

Operations Associate

lee.brennan@lwmfl.com

Lee Brennan is an Operations Associate at Legacy Wealth Management (LWM). Her involvement with the financial Industry is a direct result of her experience as being a client at LWM.

Read more

Rely Hechter, CFP®

Wealth Advisor

rh@lwmfl.com

Rely Hechter is a CERTIFIED FINANCIAL PLANNER™ Professional and Wealth Advisor. He brings nearly fifteen years of experience working closely with clients to work towards their long-term financial goals through comprehensive and...

Read more

Marco Bohorquez

Wealth Advisor

mb@lwmfl.com

Marco Bohorquez has been a Wealth Advisor for over 10 years. Marco thoroughly enjoys meeting new people on a daily basis and making connections with new clients. His specialties include Estate and Retirement Planning. Marco resides in...

Read more

Ellen R. Siegel, CFP®, ChFC, CLU

Wealth Advisor

ellen.siegel@lwmfl.com

Ellen Siegel has been a financial planner and educator for almost four decades. She is a fee-based CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Financial Consultant and a Chartered Life Underwriter. Ellen is a registered...

Read more

Robert Kempler

Operations Associate

robert.kempler@lwmfl.com

Robert Kempler is originally from Baltimore, and has been living in Plantation for over 35 years. He recently joined Legacy Wealth Management as an Operations Associate. He has an extensive background in finance and accounting that he...

Read more

Mary Larrick

Client Service Specialist

mary.larrick@lwmfl.com

Mary Larrick is a Client Service Specialist at our Miami office, and joined our staff as part of the merger with Ellen R. Siegel & Associates where she was the multi-talented office manager. Prior to that, she honed her...

Read more

Natalie Kaminsky

Marketing and Brand Manager

natalie.kaminsky@lwmfl.com

Natalie Kaminsky serves as Marketing and Brand Manager at Legacy Wealth Management (LWM), beginning her career in financial services as administrative assistant and later as media specialist at Ellen R. Siegel & Associates. Combining...

Read more