OUR TEAM
ALEXANDER CAMERON
FOUNDING PARTNER, PRIVATE WEALTH ADVISOR
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
ASSOCIATE 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
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
COMMUNICATIONS & PROJECT SPECIALIST
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)…
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….