Dedicated guidance you can feel confident about

When you partner with Legacy Wealth Group, you’ll see how we combine financial expertise and purpose-based planning to bring clarity to your situation. Regardless of where you’re starting from or how confident you feel about finances, we offer strategies and coaching to meet a variety of individual needs. This can include, but is not limited to:


  • Establishing your financial vision.
  • Setting short- and long-term financial goals to help clarify and prioritize your needs.
  • Understanding your protection needs for your income, lifestyle, family or business.
  • Developing a tax-wise investment strategy.
  • Making a smooth transition toward retirement.
  • Planning to pass on a meaningful legacy.


Marc Henderson

Marc Henderson

MBA, CFP®, CLTC®, CKA®, BFA™

Title

Market Director

State(s) Licensed
AZ, CA Insurance Lic. #0G89625 , CO, FL, GA, HI, IA, IL, IN, MD, MN, NV, OH, OR, TN, TX, VA, WA, WI,
Location

Los Angeles

Website
https://connect.thrivent.com/marc-henderson
Phone
323-612-1250
Brandon Bouldin

Brandon Bouldin

Title

Financial Advisor

State(s) Licensed
AZ, CA Insurance Lic. #0K85431 , FL, GA, IN, MD, MI, NJ, NV, OH, OR, TX,
Location

Los Angeles, California

Website
https://connect.thrivent.com/brandon-bouldin
Phone
323-746-1747
Kylie Sharfner

Kylie Sharfner

kylie.sharfner@thrivent.com

Title

Insurance Associate

State(s) Licensed
CA Insurance Lic. #0J16398 ,
Location

Woodland Hills, California

Phone
323-839-6205