Team
Our Team
Legacy Capital Group California understands that a company is only as good as its employees. To that extent, LCGC is continually searching for the best-qualified candidates to fill open positions.
Once we find the right employee, we make it difficult for them to leave by offering a comprehensive benefits and compensation package and by creating an enjoyable work environment. This allows our employees to work here for a long time and an opportunity to understand our business and to get to know our clients. What does all this mean to you? We have employees who are dedicated to:
- Providing personalized service and who are committed to returning your calls and emails promptly.
- Researching problems until there is an answer and who take responsibility for their actions.
We strongly believe it is critically important not only for the client to have a trusting relationship with the planners, but also with the staff who provides much of the ongoing service.
Leadership
Richard Baer
Co-Founder and CEORichard Baer
Richard Baer
Co-Founder and CEO
Richard Baer, co-founder and CEO of Legacy Capital Group California, has 39 years of financial planning experience. A graduate of San Jose State University and USF School of Law, he is a Certified Financial Planner (CFP® ), a securities-licensed Registered Representative (FINRA), an Investment Advisory Representative, a non-practicing attorney, and holds a real estate broker’s license, as well as life and disability insurance licenses.
Today, Richard focuses much of his time seeking creative solutions to complex income and philanthropic planning situations. Creating diversification for clients with concentrated asset positions on a tax efficient basis has led Richard and the Legacy team to pursue sophisticated philanthropic, estate and insurance planning techniques. Combined with Legacy’s expertise in wealth transfer, risk management of investments and cash flow planning, Richard and the team are able to provide a full suite of financial services to their clients.
- Born – New York
- Moved to California – 1959
- Favorite Food – All of them but his favorite dinner is turkey taco salad with home-made salsa dressing.
- Favorite Sports Team – Jordan Spieth, Tiger Woods, Bubba Watson, Phil Michelson, Dustin Johnson.
- Activities & Interests – Golf, yoga, reading fiction (mostly mysteries), musical theater, hiking, biking, gourmet eating, drinking excellent wine, hanging out with Bella and their dog Mia at their beach house in Seascape.
- Community Involvement – Richard and Bella are very active in local non-profit activities including Kuumbwa Jazz in Santa Cruz, 49er Academy, 49er Foundation, Napa Valley Film Festival, Los Altos Community Foundation, and attend numerous fundraisers for other local charities.
- Something you may not know about Richard – Rich keeps his office at arctic temperatures.
Professional Distinctions:
- B.A. Political Science – San Jose State University
- Juris Doctorate – University of San Francisco
- Series 7 – General Securities Representative
- Series 63 – Uniform Securities Agent State Law Examination
- CFP® – Certified Financial Planner Board of Standards
- Life and Health Insurance License – California Department of Insurance #0A52206
- Licensed Real Estate Broker – California Department of Real Estate
- MDRT Top of the Table – 1991, 1993, 1995 – 2008
- MDRT Court of the Table – 1991, 1993, 2002 – 2008
Million Dollar Round Table® (MDRT) is a global, independent association of life insurance and financial services professionals, who demonstrate professional knowledge, strict ethical conduct, and outstanding client service. MDRT members must annually complete an application, submit certifying letters, and pay dues. Belonging to MDRT is not indicative of the financial advisor’s future performance, should not be construed as an endorsement, and is no guarantee as future investment success.
Email: richard@lcgca.com
Brent Bunger
Co-Founder and PresidentBrent Bunger
Brent Bunger
Co-Founder and President
Brent is a co-founder and the President of Legacy Capital Group California and also serves as a Director. Brent’s mission is to help build a company that will change the way the financial services industry has traditionally conducted business. He believes the following principles must be stressed:
- Investors need to understand the importance of having a solid plan and investing by plan, rather than investing and hoping.
- Industry needs to change its primary focus from one that is product oriented to one that is planning-first oriented, with a secondary emphasis on the products.
- As part of the Plan Design and Investment Management teams, Brent is involved in all aspects of the planning and investment processes at LCGC.
- Born – Missouri
- Moved to California – 1969
- Favorite Food – Processed turkey slices
- Favorite Sports Team – 1985 Boston Celtics
- Activities & Interests – Family, golf, reading
- Something you may not know about Brent – Brent has been 29 years old for over 10 years!
Professional Distinctions:
- B.S. Political Science – Santa Clara University
- CFP® – Certified Financial Planner Board of Standards
- Series 7 – General Securities Representative
- Series 63 – Uniform Securities Agent State Law Examination
- Life and Health Insurance License – California Department of Insurance #0698066
- Los Gatos Community Foundation – Former Board Member and Chair of Endowed
Email: brent@lcgca.com
Andy Baugh
CFO and PrincipalAndy Baugh
Andy Baugh
CFO and Principal
Andy is a Principal of Legacy Capital Group and serves as the company’s Chief Financial Officer. As part of Legacy’s management team, Andy collaborates in developing both short- and long- term goals for the firm. Andy then determines how to best accomplish these objectives by harnessing existing resources and by leveraging outside relationships.
One of Andy’s central responsibilities is performing due diligence on new products/relationships Legacy may be considering that run the gamut from money managers to hedge funds. Day-to-day, Andy engages in continuing oversight of all managers and their products to ensure they remain true to their mandate and do not fall victim to drifting away from their investment style. He also works diligently to remain abreast of new trends within the industry while simultaneously maintaining contact and supporting Legacy’s ongoing relationships with its strategic partners.
Since graduating from Indiana University in 1994, Andy has spent his entire career in the financial services field. This experience has allowed Andy to appreciate both the investment side and the operational side of the business.
- Born – Indiana
- Moved to California – 1998
- Favorite Food – Pizza
- Favorite Sports Team – Indianapolis Colts
- Activities & Interests – Spending time with his family and enjoying his twin babies, golfing and tasting new wines.
- Something you may not know about Andy – Andy consumes more water on a daily basis than anyone else in the office
Professional Distinctions:
- B.S. Finance – Indiana University
- CFA® – Chartered Financial Analyst®
- Series 7 – General Securities Representative
- Series 24 – General Securities Principal
- Series 63 – Uniform Securities Agent State Law Examination
Email: andy@lcgca.com
Kim Lawson
Chief Operating OfficerKim Lawson
Kim Lawson
Chief Operating Office
Kim serves as the Chief Operating Officer. She has spent her entire career in financial services, experiencing the financial services industry from all aspects: broker-dealer, investment manager, compliance, financial planner office, and client. This experience has made Kim a strong advocate of providing exceptional and pro-active client service.
Kim is committed to creating a positive, cooperative, knowledge-based culture within Legacy Capital Group which, along with efficient processes and procedures, translates into a great client experience.
- Born – California
- Moved to California – Native
- Favorite Food – Mexican
- Favorite Sports Team – San Francisco 49ers
- Activities & Interests – Family, the beach, hiking, swimming and going to the zoo
- Something you may not know about Kim – Kim is such a big fan of Diet Dr. Pepper that she toasted with it rather than champagne at her wedding
Professional Distinctions:
- B.S. Management – Santa Clara University
- Series 63 – Uniform Securities Agent State Law Examination
- Life and Health Insurance License – California Department of Insurance #0F27907
Email: kim@lcgca.com
Plan Design
Sean Buxton
Senior Wealth AdvisorSean Buxton
Sean Buxton
Senior Wealth Advisor
Sean serves as our Senior Wealth Advisor. He is primarily responsible for developing and servicing Legacy relationships with individual planning clients and privately held businesses. Opportunities led him early in his career to a boutique firm founded to address the unique issues that accompany the accumulation of significant wealth within a family or business.
Sean is especially adept at working with business owners to accomplish their financial goals and objectives using the unique tax laws associated with owning a business. His expertise in creating qualified and non-qualified plans for small business owners is a great asset for Legacy. Sean is a planner first and foremost and values the planning process above all else. He takes a tremendous amount of pride and satisfaction in empowering clients with their own unique plan and assisting them, with the rest of the Legacy team, in implementing and monitoring its progress.
- Born – California
- Moved to California – Native
- Favorite Food – Ribeye Steak
- Favorite Sports Team – San Francisco Giants
- Activities & Interests – Cooking, golf, mountain biking, and snowboarding
- Something you may not know about Sean – Sean is like a mountain goat, if a goat could snowboard and hold a rope
Professional Distinctions:
- B.A. Economics – University of Arizona
- Life and Health Insurance License – California Department of Insurance #0E23452
- CFP® – Certified Financial Planner Board of Standards
- Series 7 – General Securities Representative
Email: sean@lcgca.com
Robin (Tenold) Bauman
Family Office ServicesRobin Tenold Bauman
Robin (Tenold) Bauman
Family Office Services
With Legacy since 2000, Robin led the Plan Design Department for many years before moving to a newly-created Family Office Services specialty in 2013. For Legacy’s most affluent and financially-complex clients, Family Office Services provides more frequent contact, and in-depth services for a broad range of financial needs, as well as access to unique investment opportunities. Robin quickly responds to our clients’ evolving needs, and aims to make their intricate financial lives streamlined and worry-free. Her experience, attention to detail, and innate organization allow for clear, concise, and complete analysis, and ultimately give our clients greater peace of mind.
- Born – California
- Moved to California – Native
- Favorite Food – Cheesecake
- Favorite Sports Team – Stanford Cardinal
- Activities & Interests – Running, hiking, sports, reading, camping, travel, country music, animal rescue & welfare, and community service
- Something you may not know about Robin – Robin has a special place in her heart for English Bulldogs. Her beloved Barney wore a bow tie and posed for photos when she and Chris got married
Professional Distinctions:
- B.A. Psychology – Stanford University
- Chartered Retirement Planning Counselor – College of Financial Planning
- Registered Paraplanner – College of Financial Planning
Email: robin@lcgca.com
Amy Cono
Plan Associate LeadAmy Cono
Amy Cono
Plan Associate Lead and Products Coordinator
Amy currently serves as the Plan Associate Lead and Products Coordinator for Legacy Capital Group California. Amy is committed to researching solutions to problems and providing support to our clients and staff. Amy approaches each day as an opportunity to learn and always strives to exceed expectations.
As the Plan Design Associate and Products Coordinator, Amy is intimately involved in all aspects associated with the planning process for new clients and established. Amy’s responsibilities include preparing comprehensive financial analyses, creating net worth statements and communicating with clients effectively to help them reach their financial goals.
- Born – Des Moines, Iowa
- Raised – Atlanta, Georgia
- Moved to California – 2005
- Favorite Food – Biscuits and Gravy
- Favorite sports team – San Francisco Giants
- Activities & Interests – Riding her Vespa, going to the beach and traveling.
- Something you may not know about Amy – Amy won the Georgia State Tae Kwon Do Championships when she was 17 and she still practices the sport!
Professional Distinctions:
- B.S. Economics – Oglethorpe University
- Series 7 – General Securities Representative
- Series 63 – Uniform Securities Agent State Law Examination
- CFP® – Certified Financial Planner Board of Standards
- Life and Health Insurance License – California Department of Insurance #0G87278
Email: amy@lcgca.com
Justin Bunger
AdvisorJustin Bunger
Justin Bunger
Planning Associates of Legacy Capital Group
Justin serves as a Planning Associate for Legacy Capital Group. He is primarily responsible for assisting in the design and implementation of financial plans, including insurance design and product research.
Justin’s prior work in banking provides great perspective, complementing the knowledge base at Legacy Capital Group. Justin brings a passion for fostering client loyalty through providing exceptional service and offering high-level support across all aspects of a client’s financial life.
- Born – California
- Moved to California – Native
- Favorite Food – Cheeseburger
- Favorite Sports Team – TCU Horned Frogs
- Activities & Interests – Fitness, HBO/Netflix, movies and skiing
- Something you may not know about Justin – Justin used to sport skinny jeans and shoulder length hair in an awkward period of his life that he wishes people would just stop asking about
Professional Distinctions:
- B.S. Kinesiology, Movement Science – Texas Christian University
- Life and Health Insurance License – California Department of Insurance #4090572
Email: justin@lcgca.com
Kyle Petersen
Plan Design AssociateKyle Petersen
Kyle Petersen
Plan Design Associate
- Born – San Jose, California
- Moved to California – Native
- Favorite Food – Mussels and Linguine
- Favorite Sports Team – Cincinnati Bengals
- Activities & Interests – Golf, Skiing, Fishing, and Traveling
- Something you may not know about Kyle – Kyle donates blood regularly and encourages others to do so as well.
Professional Distinctions:
- B.S Business Administration (Finance) – University of Southern California
- Life Insurance License – California Department of Insurance #4273509
Email: kyle@lcgca.com
Julian Scoglio
Plan Design AssociateJulian Scoglio
Julian Scoglio
Plan Design Associate
- Born – California
- Moved to California – Native
- Favorite Food – Mediterranean
- Favorite Sports Team – San Antonio Spurs
- Activities & Interests – Family, reading, and celebrating holiday seasons
- Something you may not know about Julian – Julian brings in one of his stuffed animals from home every day for some in-office company!
Professional Distinctions:
- B.A Economics (Minor in Philosophy) – California State University Northridge
Email: julian@lcgca.com
Financial Services
Amanda Baker
Financial Services LeadAmanda Baker
Amanda Baker
Financial Services Lead
Amanda currently serves as the Financial Services Team Lead for Legacy Capital Group California. Her goals are to lead the department into success and growth, to ensure timely and accurate processing, and to support our clients and staff.
Amanda is involved in all Financial Services processes, which include investment plan implementation, asset and money movement requests including contributions and withdrawals, new account opening and general account maintenance.
Amanda enjoys getting to know clients on a personal basis and always strives to exceed expectations.
- Born – San Jose, CA
- Moved to California – Native
- Favorite Food – Spaghetti
- Favorite Sports Team – Raiders! Just win, baby!
- Activities & Interests – Watching any and all sports, reading, traveling, and happy hour with friends
- Something you may not know about Amanda – She has been playing piano since she was 7 years old
Professional Distinctions:
- B.A. Economics/Finance – Bentley University
- M.B.A. – CSU Monterey Bay
Email: amanda@lcgca.com
Madison Resar
Financial Services AssociateMadison Rositano
Madison Resar
Accounts Processor
Madison currently serves as the Accounts Processor. She is primarily responsible for processing money movement and asset requests, putting together client paperwork for new accounts, implementing allocation recommendations from Legacy’s Financial Advisors, and general account maintenance. Madison enjoys building relationships and rapport with clients while assisting them with their requests.
- Born: Elyria, OH
- Moved to California: 2001
- Favorite Food: Tiramisu or pumpkin pie if we’re talking about desserts. Otherwise, my favorite food would have to be sushi.
- Favorite Sports Team: San Jose Sharks
- Activities & Interests: Cooking, going to metal/rock concerts with friends, and trying new foods.
- Something you may not know about Maddi: Although she enjoys cheese more than anything in the world, she’s lactose intolerant (and it makes her very sad). On the bright side, she’s discovered how much she likes vanilla soy milk from this, so at least it’s not all bad.
Professional Distinctions:
Notary Public –# 2283920
Email: madison@lcgca.com
Jeremy Au
Financial Services AssociateJeremy Au
Jeremy Au
Financial Services Associate
- Born – California
- Moved to California – Native
- Favorite Food – Japanese
- Favorite Sports Team – Golden State Warriors
- Activities & Interests – Mystery Movies, Youtube, Fighting, and exploring the world.
- Something you may not know about Jeremy – He knows the best taco places in San Diego!
Professional Distinctions:
- B.S Finance – San Diego State University
Email: jeremy@lcgca.com
Insurance
Anita Jiang
Insurance LeadAnita Jiang
Anita Jiang
Insurance Coordinator and Planning Assistant
Anita currently serves as the Insurance Coordinator and Planning Assistant for Legacy Capital Group. She is primarily responsible for retaining current clients and attracting new ones through maintaining superb relationships and preparing accurate and useful custom financial analysis. She coordinates all steps of the new client process, beginning with meeting with the clients and the principals to gather information regarding the clients’ goals, objectives, concerns and financial positions.
Anita organizes and analyzes the information provided to create client plans and to run financial analyses. She assists the Principals with client work and communications.
- Born – Beijing, China
- Year you moved to California – 2010
- Favorite Food – Desserts
- Favorite Sports Team – Golden State Warriors
- Activities & Interests – Cooking, reading, crime TV series, reality shows
- Something others may not know about you – Anita is at level 763 in Candy Crush
Professional Distinctions:
- M.S. Applied Finance – Pepperdine University, Graziadio School of Business and Management
- B.S. Economics, Finance – Beijing Language and Culture University
- Life Insurance License – California Department of Insurance #0N07310
Email: anita@lcgca.com
Martin Shteynman
Insurance AssociateMartin Shteynman
Martin Shteynman
Insurance Associate
- Born – Nyack, New York
- Moved to California – 2010
- Favorite Food – Sushi
- Favorite Sports Team – San Francisco 49ers
- Activities & Interests – Brazilian jiu-jitsu, bouldering, snowboarding, hanging out with friends and family
- Something you may not know about Martin – Martin speaks fluent Russian and was the first born American in his entire family.
Professional Distinctions:
- B.A Economics – University of Southern California (USC)
- Life and Health Insurance License – California Department of Insurance #4028528
Email: martin@lcgca.com
Operations
Maureen Perez
Scheduling and Office ManagerMaureen Perez
Maureen Perez
Front Office Assistant
Maureen currently serves as the Front Office Assistant for Legacy Capital Group California and fills an important role for LCGC, as she is often the first point of contact for clients. Maureen enjoys the customer service aspect of her job and takes it very seriously by creating a friendly, knowledgeable, fast and personalized service environment for clients and guests. She communicates with clients, business partners and vendors.
Maureen is responsible for completing daily internal activities such as: scheduling, managing the front office, and providing support for the Legacy team
- Born – Palo Alto
- Moved to California – Native
- Favorite Food – Sushi
- Favorite Sports Team – 49ers and Warriors
- Activities & Interests – Camping and spending time with family
- Something you may not know about Maureen – Maureen, who is a certified makeup artist, likes to cook.
Professional Distinctions:
Email: maureen@lcgca.com
Natasha Meza
Client Experience CoordinatorNatasha Meza
Natasha Meza
Client Experience Coordinator
Natasha is a Client Experience Coordinator at Legacy Capital Group. Her focus is to always optimize client experience and collect information on how to best serve clients. She is actively in communication with team, vendors, and clients working diligently and efficiently to ensure that all requests are provided accurately and in a timely manner.
- Born – Mountain View, CA
- Moved to California – Native
- Favorite Food – Mexican
- Favorite Sports Team – A’s, SJ Earthquakes, and Cowboys
- Activities & Interests – Spending time with family, Travel, Fashion, and Photography/Videography
- Something you may not know about Natasha – Natasha loves to sing in the car and pretend she’s in a music video.
Email: natasha@lcgca.com