Tony DuBose is the co-founder and Managing Principal of Legacy Wealth Management. As a wealth advisor for over 20 years, he has aided individuals, families, and institutions in pursuing their financial goals. His primary goal is...
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...
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...
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.
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...
Margarita Dominguez is the Compliance and Operations Manager for Legacy Wealth Management and has been with the company since 2000.
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.
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...
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...
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...
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...
Adela Lopez has been in the financial industry for nearly 10 years. She started working at a broker dealer in her junior year of high school, and since then has gained extensive knowledge in the field. As Operations Associate, she acts...
Joel Palatnik is a Wealth Advisor who assists individuals, families, business owners, and non-profits (including endowments and foundations) in defining and designing a...
Nuri Rubenstein is an Associate Wealth Advisor who has been working in the financial industry for the past ten years. She services existing clients as well as develops new wealth management business. Nuri believes that integrity and...
Shannon Porfiris joined the LWM team in 2019 as Operations Associate. Shannon performs essential administrative and support functions, including running reports, preparing correspondence, processing new accounts, account transfers, and...
