OUR TEAM
ALEXANDER CAMERON
Founding Partner, Private Wealth Advisor, Chief Compliance Officer
REX EMERY
FOUNDING PARTNER, PRIVATE WEALTH ADVISOR
SUSAN BALDWIN
PARTNER, PRIVATE WEALTH ADVISOR
Practicing as a financial planner since 1994, Susan specializes in comprehensive financial planning for business owners and individuals, business succession planning and…
MELISSA WAGNER
PARTNER, PRIVATE WEALTH ADVISOR, DIRECTOR OF PLANNING & OPERATIONS
Practicing in financial services since 2005, Melissa delivers comprehensive financial planning and wealth management to…
ANDREW FELDMAN
PARTNER, PRIVATE WEALTH ADVISOR
GORDON BLOESER
PRIVATE WEALTH ADVISOR
Gordon has been in practice as a wealth advisor since 2010, but his experience in the financial and banking industry goes back to 1981. With more than 40 years of industry experience…
TANNER CAMERON
PRIVATE WEALTH ADVISOR
Tanner joined the Legacy Wealth Partner Team in 2020. Practicing in financial services since 2017, Tanner provides comprehensive financial planning, investment management, and 401k consultation…
JAMES "JIM" BOOTH
PRIVATE WEALTH ADVISOR
Practicing financial services since 2009, Jim provides comprehensive financial planning and investment management. Jim specializes in working with current and retired…
KENNY SENOUR
PRIVATE WEALTH ADVISOR
Kenny joined the Legacy Wealth Partner Team in 2022. Practicing in financial services since 2014, Kenny focuses on working with young families and public safety…
BREANNE STOCKALL
Relationship Manager of Insurance & Annuities
Originally from Canada, Breanne grew up in Michigan. After college, she moved to South America for nearly two years to improve her Spanish fluency…
KRISTIN PRIOR
Relationship Manager of Investments and Compliance Manager
Kristin was born and raised in Colorado. She attended the University of Wyoming and Metropolitan State University of Denver where she graduated with a BS in Biology…
KELLY LANG
Operations Manager
Kelly was born and raised in Lakewood, Colorado. She attended Loyola Marymount University in Los Angeles where she graduated Magna Cum Laude with a BA in Screenwriting (2011)…
CATHY KRAUS
Senior Client Service Specialist
Cathy joined the Legacy Wealth Partners team in 2022. She is originally from San Jose, CA and has lived along the Pacific Northwest before settling down in Colorado. Her professional experience ranges…
DIANA MONTOYA
EXECUTIVE ASSISTANT to REX EMERY
Diana was born and raised in Colorado. She is the mother of two grown sons and a grandmother of one grandson and two granddaughters. Diana was born and raised in Colorado. She is the mother of two….
RACHEL WILMOT
Client Service Specialist
Rachel is a Colorado native and holds a degree in Corporate and Investment Finance from Colorado State University, complemented by a certificate in Supply Chain Management. Her professional journey…
BECCA TAYLOR
Client Service Specialist
Becca was born and raised in Colorado and developed a strong enthusiasm for financial planning early on, recognizing the importance of strategic, personalized guidance in helping individuals and families…