Legacy Investment Strategies, LLC

Keith Gunther is a financial advisor with Legacy Investment Strategies, LLC and holds Series 63 and Series 65 designations. He has 39 years of industry experience, including long tenures at Crown Capital Securities, LP and MGM Financial Group. In addition to his advisory work, he operates a tax preparation business through MGM Financial Group. Legacy Investment Strategies serves individual and high-net-worth clients, as well as small businesses, trusts, estates, pooled vehicles, and charities. The firm offers discretionary portfolio management, financial planning, and referrals to third-party managers, employing asset allocation and security selection based on fundamental and technical analysis.

David Collins is a financial advisor with Legacy Investment Strategies, LLC, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. His prior roles include positions at LPL Financial, Crown Capital Securities, and Wilbanks Securities. Outside of advising, he works as a fitness instructor in Hagerstown, MD. Legacy Investment Strategies serves individual and high-net-worth clients, small businesses, trusts, estates, pooled vehicles, and charities by offering discretionary portfolio management, financial planning, and referrals to third-party managers. The firm employs asset allocation and security selection based on fundamental and technical analysis, with regular account reviews and attention to rebalancing and tax-loss harvesting.

Derek Thomsen is a CFP® with eight years of industry experience, currently serving at Legacy Investment Strategies, LLC. His prior experience includes roles at LPL Financial, Crown Capital Securities, and MGM Financial Group. In addition to his advisory work, he is involved with tax preparation and accounting services through MGM Financial Group. Legacy Investment Strategies serves individual and high-net-worth clients, as well as small businesses, trusts, estates, pooled vehicles, and charities. The firm offers discretionary portfolio management and financial planning, using asset allocation and security selection based on fundamental and technical analysis, with regular account reviews and tax-loss harvesting when appropriate.

Leonard Smith is a financial advisor at Legacy Investment Strategies, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Crown Capital Securities. Additionally, he is involved with MGM Financial Group, where he provides income tax preparation and accounting services. Legacy Investment Strategies serves individual and high-net-worth clients, as well as small businesses, trusts, estates, pooled vehicles, and charities, offering portfolio management, financial planning, and third-party manager referrals. The firm uses asset allocation and security selection based on fundamental and technical analysis, with regular account reviews and tax-loss harvesting when appropriate.

Eric Fenlason is a CFA® charterholder and holds a Series 66 license, with 13 years of industry experience. He currently works at Legacy Investment Strategies, LLC and has previous experience with firms including LPL Financial, John Hancock Investment Management, and Manulife Asset Management. Legacy Investment Strategies provides advisory services to individuals, small businesses, trusts, pooled investment vehicles, and charitable organizations. The firm’s approach includes discretionary asset management, financial planning, and referral services, with portfolios tailored to client goals, time horizons, and risk tolerances using both fundamental and technical analysis.

John Dawes is a financial advisor at Legacy Investment Strategies, LLC with eight years of industry experience. He holds the Series 66 designation and has worked previously with firms including MML Investors Services, MassMutual, and Magnolia Wealth Strategies. Legacy Investment Strategies provides advisory services to individuals, small businesses, trusts, pooled investment vehicles, and charitable organizations. The firm offers discretionary asset management, financial planning, and solicitor services, with portfolios tailored to client goals and managed by a team of eight advisors overseeing approximately $111 million in assets.