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 has previously worked at JPMorgan Chase and Stonex Inc. In addition to his advisory role, he is an Estate Planning Attorney at Parman and Easterday, focusing on wills, trusts, and estate administration. Family Legacy Advisors provides portfolio management and investment planning primarily for individual clients, as well as charitable organizations and business entities. The firm uses a modern portfolio theory-based approach and offers both discretionary and non-discretionary management with regular monitoring and quarterly reporting.

Sarah Yao is a financial advisor at Family Legacy Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has worked at Family Legacy Advisors since 2022. In addition to her advisory role, she works for an estate planning law firm where she manages marketing and event planning and provides paralegal support. Family Legacy Advisors offers portfolio management and investment planning services primarily for individual clients, as well as charitable organizations and business entities, utilizing a strategy based on modern portfolio theory with a range of investment vehicles and regular account monitoring.

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 has worked at Family Legacy Advisors since 2022. He is also a partner at the law firm of Parman & Easterday. Family Legacy Advisors provides portfolio management and investment planning primarily for individual clients, as well as charitable organizations and business entities. The firm uses a modern portfolio theory-based approach with both discretionary and non-discretionary management, monitoring accounts regularly and providing quarterly reporting.

Herman Joseph Esry is a financial advisor at Family Legacy Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Epiphany Financial Coaching, Parman and Associates, and Kozeny And McCubbin. Outside of his advisory role, he is an owner of Waypoint Coffee Co in Kansas City, KS, a business he operates with his father-in-law, and he maintains an active legal practice as an attorney. Family Legacy Advisors provides portfolio management and investment planning primarily for individual clients, as well as services for charitable organizations and business entities. The firm employs an investment approach based on modern portfolio theory, utilizing a range of securities and offering both discretionary and non-discretionary management tailored to client goals and risk tolerance.