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.

Life

– 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.

• Forbes Best-in-State Wealth Advisors, 2019, 2021, 2022The 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.

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

• CERTIFIED FINANCIAL PLANNER™
• Chartered Financial Consultant

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As a young engineer, Alex found himself responsible for managing his family’s finances, including inherited investments and real estate. His experience working with financial professionals who failed to meet his family’s needs became a turning point for Alex. He decided to formalize his wealth management knowledge and provide better solutions for multigenerational families.

Today, as a founder of The Legacy Group, he works directly with clients to identify their needs, which often involve the transfer of wealth accumulated over a lifetime. Taking into account their comfort with risk, he develops and implements strategies that give clients confidence in achieving their goals.

Alex and his team take extreme care to listen closely. “Only by asking the right questions—even the uncomfortable ones—can we clearly understand each client’s principles, values, concerns and desires, which guide our recommendations and observations,” says Alex. “By knowing what they want, need and expect, we make their well-being, as they see it, our priority.”

Life
– Alex lives in Anchorage with his wife, Karla. They have two grown children, Erik and Katja.
– He enjoys skiing, hiking, biking and mountaineering—often on the trails in Alaska, though he has climbed mountains on four continents.
– Alex is a supporter of associations involved in Nordic skiing and the building and maintenance of trails. He’s even sponsored Nordic athletes competing on national and international stages—including the Olympics.

• University of Alaska Anchorage, BS in Civil Engineering

• Certified Investment Management Analyst®

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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 the Senior 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.

Life
– 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.

• Alaska Pacific University, Graduate certificate in investments

• CERTIFIED FINANCIAL PLANNER™

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Debra began her financial services career in 1985 in Florida with a small independent broker. Since then she has gained extensive knowledge and experience in financial operations. She assisted in the transition of a small independent firm to a larger Wall Street firm and then became an operations manager at a regional firm.  

 When her daughter, Lauren, was born, she relocated to Alaska in 1993. Since that time she has been employed in the financial field in Anchorage.  She is instrumental in day to day operations and specializes in managed products, trading and client relationships. In 2009, Debbie obtained a bachelor's degree in Business Administration Management from Alaska Pacific University. She is series 7, 63 and 65 registered. Debbie’s interests are eclectic and range from gardening and painting to snow machining, ATVs, fishing and hunting. She currently resides in Wasilla with her husband, Jeff.

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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. Although studying was her main focus she also managed to compete as an 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.

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Insights grounded in experience

With nearly 10 years of experience in the financial services industry, As’ad is committed to making a difference in the financial lives of clients. He has a unique perspective on the importance of knowing clients and serving their needs, a perspective learned at an early age from his father, Bishara. As’ad’s consultative relationships run deep, with many clients thinking of the team as part of their extended family. He helps clients achieve the goals that matter the most to them, their family and the future they’re shaping.

As a Portfolio Manager in the UBS Portfolio Management Program, As’ad provides discretionary management of investment portfolios and tailors solutions to unique client needs. He has extensive experience in financial planning and investment management, with in-depth knowledge in all aspects of insurance strategies. Prior to joining UBS in 2012, As’ad was a financial advisor at Morgan Stanley.

Outside of work

Helping his community is an important part of As’ad’s life. He currently serves as Board Secretary for Joyride Society in Phoenix and is on the leadership committee for the Leukemia & Lymphoma Society’s Greater Arizona Man and Woman of the Year campaign. As’ad previously served on the Board of Directors for ResilientMe, a nonprofit organization. In his free time, he enjoys watching football, especially the Washington Redskins, and keeping active with his German shepherd and Pomeranian Chihuahua. As’ad and his fiancée, Natalie, are planning an October 2020 wedding.

• University of Arizona, B.S. Marketing

• Portfolio Manager