Experience

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 been serving the wealth management needs of multigenerational families since 2005.

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 High School baseball team.
He played collegiate baseball at TCU and in 2002 was drafted by the Baltimore Orioles, where he played professionally for three seasons.

As a 12-year U.S. Army combat medic, Cameron learned to operate under pressure, put the mission first, and adapt instantly when lives were on the line. Those same lessons in discipline, clear thinking, and caring for people carried him through his MBA in Finance at Alaska Pacific University and into a career in wealth management. Today, as a CERTIFIED FINANCIAL PLANNER® and Certified Exit Planning Advisor (CEPA®), he brings that mission-focused mindset to helping business owners prepare for their most important transition: a significant exit that protects everything they’ve built.

Cameron joined The Legacy Group at UBS because he wanted to work with a team that truly blends sophisticated planning with genuine care for families. He helps owners strengthen their company so it’s worth the most possible and ready to transfer, build a clear and meaningful plan for life after the business, and organize their wealth so the proceeds support the lifestyle they want today, the security they need for decades to come, and the legacy they hope to leave for the people and community they care about. His approach is honest, thorough, and deeply personal.

He is especially passionate about serving Alaskan business owners and multi-generational families. Whether it’s preparing for an internal family transition, navigating the unexpected events that can force an unplanned exit, or simply making sure the company sale funds the life and community impact the owner envisions, Cameron focuses on what matters most to each client.

Cameron has called Anchorage home for nearly two decades. He lives here with his wife, Bella, and their two young daughters, Lucy and Hazel. He serves on the board of the Alaska YMCA, where he remains actively involved in strengthening the community that raised his family. In his free time, you’ll likely find him in the mountains, on the ski slopes, or serving as a developmental coach in the Devos program at Alyeska Ski Club — living the balanced life he helps his clients design for themselves.

Brayden Neeser is a lifelong Alaskan with a passion for helping others build financial security. Brayden has over 10 years of financial services expertise and worked with KeyBank and Merrill Lynch in Anchorage prior to joining the team. Outside of work, Brayden enjoys spending time with his wife, Mariah, their newborn son, Ezra, and their dogs, Remington, and Oliver, as well as exploring Alaska’s outdoors through hiking, fishing, and camping.

Ha recently joined the Legacy Group as a Senior Registered Client Associate. Prior to joining UBS, she spent eight years with Merrill Lynch in Anchorage. Ha holds her Series 7 and 66 licenses and enjoys working with clients to meet their financial needs.

Originally from Hanoi, Vietnam, Ha earned her bachelor’s degree from Hanoi Foreign Trade University. She currently lives in Anchorage with her husband and their two children. In her free time, she enjoys PiYo (pilates yoga), gardening and cooking.