After graduating from Texas A&M in May of 2018, Chase joined Legacy One in July to begin his career in the financial services industry. Chase currently holds Series 65 and insurance licenses and is actively pursuing his Texas real estate license. To lay the foundation for his financial services career, Chase supports the efforts of the client service managers, advisors and the management team at Legacy One. His desire is to help others and to become a well-rounded advisor by learning from the experienced team around him at Legacy One.
Chase graduated cum laude from Texas A&M with a BBA in Finance. In his spare time, Chase enjoys hiking, playing sand volleyball, playing card games with friends and family, and wake surfing on Lake Travis.
Carolyn has been with the firm since 1999. She has more than 30 years of experience in the financial industry, especially working with high net worth individuals and families. She has earned the confidence, trust and respect of the clients she works with. Carolyn has a genuine passion for nurturing client relationships and a natural ability to help clients understand complex information. Her experience and knowledge makes her a valuable resource to both advisors and clients.
Carolyn enjoys living and playing on the lake with her husband, as well as boating and fishing whenever possible. She is tremendously proud of her two sons, one Longhorn and one Aggie in a house divided. It’s all fun and games at the lake; it’s a wonderful place for her family to gather.
Michelle joined Legacy One Financial Advisors in March 2018 as a Senior Client Service Manager. She got started in the industry in 2008 at Wachovia Bank where she passed the FINRA Series 6, 63, 65 and insurance license exams. In 2010 she joined Fidelity Investments where she spent eight years learning the operations of the branch, supporting three Financial Advisors and their clients, as well as passing the FINRA Series 7, 9 and 10 exams. With a passion for helping clients, Michelle brings her vast operational and client support experience to Legacy One.
In her spare time, Michelle loves spending time with her family, cooking and reading.
Tracy joined Legacy One Financial Advisors in August 2017 as a Client Service Manager in our Georgetown office. She has over 20 years of customer service experience working directly with clients. Her experience, willingness to help and quick smile are key to improving the client experience and making clients feel they are important.
As a mom of two - son Jesse in Omaha, NE and daughter Jordan in Round Rock, TX - she and her husband Glenn spend time with family, enjoying outings of any kind whether it be a baseball game, football game, going to the movies, or trying new things to eat and finding the best places to go. Her joy is her new granddaughter Charlie Jean.
Kathleen joined Legacy One Financial Advisors in 2018, in our Georgetown office. Prior to that, Kathleen was Director of Operations at Lamia Financial Group in Thousand Oaks, California. Kathleen brings more than 25 years of experience in the financial field, working with clients, brokers and custodians.
Originally from New Jersey, Kathleen has recently moved to the Austin area. She graduated from Rutgers University School of Business in New Jersey, with a bachelor's degree in finance, and has an MBA with a concentration in Management Information Systems from Saint Peter’s University.
Vickie joined the team in March of 2016, after spending over 25 years as a human resource professional. As Client Service Manager, Vickie enjoys assisting clients, coordinating day-to-day activities, and serving as office manager. She’s been described as a perfectionist due to her order and organization, always pushing for flawlessness and striving for excellence. Vickie attended Oklahoma State University.
Besides spending lots of time with her family (husband, two daughters, two sons, two sons-in-law and three granddaughters) Vickie is known as a “shop until you drop” kind of gal. Additionally, she enjoys spending time outdoors.
Monica joined Legacy One Financial Advisors in February 2018 as a Client Service Manager. She got started in the industry in 2013 in an Advisor’s office and developed her operations knowledge at Kestra Financial along with passing the FINRA Series 6, 7, 63 and insurance exams. With an acute attention to detail, Monica brings her extensive operational experience and fun attitude to Legacy One.
In 2011, Monica graduated from Texas A&M University. While there, she was a member of the Corps of Cadets and the Fightin’ Texas Aggie Band. In her spare time, Monica enjoys singing karaoke, reading, spending time with family and friends, cheering at sporting events, and taking her dog Orion out to run.