Behind Legacy Roots Wealth Management is a team focused on relationships, careful planning, and supporting clients through informed retirement decisions with perspective and care.
Logan Sadler is the Chief Wealth Advisor and President of Legacy Roots Wealth Management, where he serves clients as a fiduciary focused on long-term planning,…
Debbie serves as Vice President and Director of Operations at Legacy Roots Wealth Management, where she plays an integral role in overseeing the firm’s day-to-day…
Brenda Avalos is the Director of Client Relationships and Onboarding Specialist at Legacy Roots Wealth Management, where she serves as one of the first points…
Tania Antuzzi is a Client Service Specialist at Legacy Roots Wealth Management, bringing more than three decades of customer service experience and over 22 years…
Reese Kitchen is a Wealth Advisor at Legacy Roots Wealth Management, where he works closely with Logan Sadler to support both new and existing clients…
Alissa Avalos is a Client Service Associate at Legacy Roots Wealth Management, bringing a strong background in data analysis, accuracy, and confidentiality to her role….
