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 through thoughtful financial planning and disciplined portfolio management. His responsibilities include creating and updating financial plans, executing portfolio allocation trades, and serving as a service advisor for ongoing client relationships.
Reese joined the team in early 2025 and values the opportunity to continuously learn and grow within an ever-evolving financial services industry. He enjoys staying engaged with market trends and planning strategies that influence long-term client outcomes.
Before entering the financial services industry, Reese spent five years working in customer service while completing his college education. He grew up in Colton, California, attended Colton High School, and earned a bachelor’s degree in finance and marketing from California State University, San Bernardino. Shortly after graduating, Reese obtained his Series 65 license, reinforcing his commitment to fiduciary-focused financial planning.