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Johnathan B

Series 65

Overland Park, KS

Family Legacy Advisors, LLC

Johnathan Brown is a financial advisor at Family Legacy Advisors, LLC with one year of industry experience. He holds a Series 65 credential and also practices as an Estate Planning Attorney at Parman and Easterday, focusing on wills, trusts, and estate administration. Prior to his current roles, he worked at JPMorgan Chase, Stonex Inc., and Synchrony Financial, among others. Family Legacy Advisors provides portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm follows a modern portfolio theory-based investment approach and offers both discretionary and non-discretionary management, often utilizing model allocations across a range of asset classes.

Passive / index investing Real estate investing
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Sarah Y

Series 65

Overland Park, KS

Family Legacy Advisors, LLC

Sarah Yao is a financial advisor at Family Legacy Advisors, LLC, holding a Series 65 credential with four years of industry experience. She has worked at Family Legacy Advisors since 2022 and previously at Parman & Easterday starting in 2019. She also assists an estate planning law firm with marketing, event planning, and paralegal tasks. Family Legacy Advisors provides portfolio management and financial planning services to individuals, charitable organizations, and business entities, utilizing a modern portfolio theory approach with model allocations across various asset classes.

Passive / index investing Real estate investing
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Jeffrey E

Series 66, Series 65

Overland Park, KS

Family Legacy Advisors, LLC

Jeffrey Easterday is a financial advisor at Family Legacy Advisors, LLC with 10 years of industry experience. He holds Series 65 and Series 66 licenses and is also a partner at the law firm of Parman & Easterday. His prior roles include positions at Epiphany Financial Coaching and Parman and Associates. Family Legacy Advisors provides portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm follows a modern portfolio theory approach using diversified asset allocations and offers both discretionary and non-discretionary management.

Passive / index investing Real estate investing
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Herman Joseph E

Series 65

Overland Park, KS

Family Legacy Advisors, LLC

Herman Joseph Esry is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Family Legacy Advisors, LLC and has previously worked at Epiphany Financial Coaching, Parman and Associates, and Kozeny and McCubbin. Outside of advising, he co-owns Waypoint Coffee Co in Kansas City, KS, and practices law at a law firm. Family Legacy Advisors provides ongoing portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm follows a modern portfolio theory approach and uses model allocations across various asset classes, offering both discretionary and non-discretionary management.

Passive / index investing Real estate investing
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