Dedicated guidance you'll 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.
Meet Our Team
Los Angeles Office
Glenn Vallercamp
- Title
Financial Advisor
- State(s) Licensed
- AK , AL , AR Insurance Lic. #19047700 , AZ , CA Insurance Lic. #0M82589 , CO , CT , HI , IA , ID , IL , KY , MI , MN , MO , NC , NE , NM , NV , NY , OH , OK , OR , SC , TN , TX , UT , VA , WA , WI , WV
- Location
Los Angeles, CA
- Website
- https://connect.thrivent.com/glenn-vallercamp
- Phone
- 626-469-4830
Alexander Newby
FIC, BFA™
- Title
Financial Advisor
- State(s) Licensed
- AK , AZ , CA Insurance Lic. #4204792 , CO , FL , KS , MT , NC , ND , NE , NM , NV , OH , OR , PA , TN , TX , UT , VA , WA , WY
- Location
Las Vegas, NV
- Website
- https://connect.thrivent.com/alexander-newby
- Phone
- 702-983-7242
Natalie Pavia
BFA™
- Title
Financial Advisor
- State(s) Licensed
- AZ , CA Insurance Lic. #4196514 , CT , ID , IL , MA , NV , OR , VA , WA
- Location
Simi Valley, CA
- Website
- https://connect.thrivent.com/natalie-pavia
- Phone
- 805-590-7426
Cole Bryant
- Title
Financial Advisor
- State(s) Licensed
- AZ , CA Insurance Lic. #4292394 , CO , OK , OR , TX , WA
- Website
- https://connect.thrivent.com/cole-bryant
- Phone
- 949-533-1864
Sarah Alaways
- Title
Financial Producer I
- State(s) Licensed
- AZ , CA Insurance Lic. #4402916 , MN , NV , OR , TX , WA , WI
- Website
- https://connect.thrivent.com/sarah-alaways
- Phone
- 323-709-7634
Rotarnah Seung
- Title
Financial Advisor
- State(s) Licensed
- AZ , CA Insurance Lic. #4271873 , FL , LA , MT , NM , NV , NY , OR , SC , SD , TX , WA
- Location
Las Vegas, NV
- Website
- https://connect.thrivent.com/rotarnah-seung
- Phone
- 702-544-9587
Natalie Laufenberg
- Title
Financial Producer I
- State(s) Licensed
- CA Insurance Lic. #0775702 , CO , KY , MO , NJ , OH , TX
- Website
- https://connect.thrivent.com/natalie-laufenberg
- Phone
- 310-962-3369
Santa Clarita Office
Marc Henderson
MBA, CFP®, CLTC®, CKA®, BFA™
- Title
Market Director
- State(s) Licensed
- AZ , CA Insurance Lic. #0G89625 , CO , DC , FL , GA , HI , IA , IL , IN , MD , MI , MN , MO , NJ , NV , NY , OH , OK , OR , PA , SC , TN , TX , VA , WA , WI
- Location
Los Angeles, CA
- Website
- https://connect.thrivent.com/marc-henderson
- Phone
- 323-612-1250