1250 South Pine Island Road
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, AIF®, is the co-founder and Managing Principal of Legacy Wealth Management. Tony has assisted individuals, families, and institutions in pursuing their financial goals for over 20 years.
Joel Palatnik is a Wealth Advisor who assists individuals, families, business owners, and non-profits (including endowments and foundations) in defining and designing a...
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...
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...
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...
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...
Associate Wealth Advisor
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...
Compliance and Operations Manager
Margarita Dominguez is the Compliance and Operations Manager for Legacy Wealth Management and has been with the company since 2000.
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...
Andrea Malecki joined the LWM team in 2019 as Operations Associate. Andrea is a liaison between the client, the financial advisor, and the custodians,