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Our Team

At Legacy Finance, we take great pride in our dedicated team of professionals who are here to assist you in securing a bright and prosperous financial future. From our local team to our efficient back office staff, our experienced group of CERTIFIED FINANCIAL PLANNER™ boasts a remarkable combined experience of 40 years.

Bradley Warner CFA, CFP&#174;, MBA<br/>

Bradley Warner CFA, CFP®, MBA

President/Chief Financial Advisor

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Stacia Josephson MA<br/>

Stacia Josephson MA

Client Services Manager

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Gary Warner CFP&#174;<br/>

Gary Warner CFP®

Client Relations Manager

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Helena Warner BA<br/>

Helena Warner BA

Creative Director

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