Family. Wealth. For Generations.

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Levi often tells his clients, “If it’s important to you, then it’s important to us.” He enjoys learning about how each of his clients achieve success—as they define it—and gaining a clear understanding of their principles and values. With this deep understanding, he’s able to offer guidance from the perspective of their individual situation.

As a founder of The Legacy Group, Levi takes a long-term view of his client relationships. He has more than 16 years of experience serving the wealth management needs of multigenerational families.

Realizing its importance, Levi started focusing on financial planning early in his career. He became a Certified Financial PlannerTM professional in 2007 and developed a family office planning approach to best serve families through multiple generations. He considers himself an extension of the families he serves and the ability to do so a privilege.

Levi lives in Anchorage with his wife, Blair; their three children, Brance, Adaire and Twyla; and their dog, Finn.
They spend many winter days on skis and many summer days on the lake or taking trips to the remote cabins of Alaska via their float plane.
Levi enjoys coaching his children in competitive alpine racing and his son’s little league baseball team.
He played collegiate baseball at TCU and in 2002 was drafted by the Baltimore Orioles, where he played professionally for three seasons.

• Barron's Top 1,200 Financial Advisors, 2023
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Forbes Best-in-State Wealth Advisors, 2019, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Texas Christian University (TCU), B.B.A. finance

• CERTIFIED FINANCIAL PLANNER®
• Chartered Financial Consultant

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Cameron always yearned for a career that constantly evolves. Serving as a combat medic in the US Army, he transitioned to wealth management, a field that also requires discipline, is constantly changing and brings him joy every day. “I’m passionate about helping my clients achieve their life goals and understand the impact they can make on those they care about,” he says.

Cameron’s military experience taught him to focus on the objective and always place the mission first. It also taught him the importance of adapting to changing circumstances. The wealth plans he helps create target specific goals and can be adjusted as client needs evolve over time.

As a Senior Private Wealth Strategy Associate on The Legacy Group team, Cameron provides advice that is driven by honesty, integrity, competence and diligence. He believes in always striving to do better. “Our clients deserve the best and this team strives to deliver the best every day,” he says.

Cameron lives in Anchorage with his wife, Bella, and their two young daughters, Lucy and Hazel.
He is the board president and CVO (chief volunteer officer) of the Alaska YMCA.
He also serves as secretary of the Anchorage Concert Association.
A member of the Alyeska Ski Patrol, Cameron enjoys the great outdoors and all the surrounding mountains and wilderness have to offer.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Alaska Pacific University, Graduate Certificate in Investments

• CERTIFIED FINANCIAL PLANNER®
• Certified Exit Planning Advisor

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Rebecca began her financial career with UBS in July 2021 where she works with clients on a daily basis assuring all administrative and operational services are delivered appropriately. Originally from Austria, Rebecca moved to the United States in the summer of 2017 and completed her bachelor’s degree in Business Administration from the University of New Mexico in 2019. In 2021 she moved to Alaska and obtained her MBA from UAA in the spring of 2021. She also managed to compete as a NCAA D1 Alpine Ski Racer at both UNM and UAA where she earned two All-American titles. In her free time she loves backcountry skiing, mountain biking, hiking, traveling, and playing with her cat Lulu.

• University of New Mexico, BA in Business Administration, Management
• University of Alaska Anchorage, MBA with an emphasis in Project Management

• CERTIFIED FINANCIAL PLANNER®

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• PA
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• UT
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• WV

• Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• University of Arizona, B.S. Marketing

• Portfolio Manager
• Chartered Retirement Plans Specialist℠

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• UT
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• Alaska Pacific University, M.B.A., Global Finance
• Montana State University, B.S., Wildlife Biology

• Chartered Retirement Plans Specialist℠
• Senior Retirement Plan Consultant
• Corporate Stock Benefit Consultant