As the president and co-owner of Legato Financial Group, Justin Jenkins is focused on helping clients work toward their retirement dreams through

Mike Ballard has been in the financial industry for the past 40 years.  He had an accomplished career serving as President/CEO of a reg

Alex is a fiduciary financial advisor who is passionate about advancing financial education and consumer advocacy. Through his involvement with A

Albert Wu is passionate about educating others on all things finance related. He is an active contributor to his community and serves on the

For nearly 30 years, Mike has been helping people grow, preserve and realize their legacies. In 1993, he formed Unified Legacy Advisors to help r

Hello, my name is William Potter. Everyone calls me Bill. I was born in Elizabethton, TN. Not long after my family moved to Lodi, New Jersey, whe

Jason holds his undergraduate and master’s degrees in Accounting and Finance from the University of Oklahoma. Jason is securities licensed

Born in Hattiesburg, Mississippi, Gregory Ricks has been a New Orleans resident for over thirty years and an active member of the community. Greg

As a registered independent financial advisor, educator, and speaker, Brian Low specializes in retirement planning. He is the owner and Investmen

Marti Bryant has over 20 years of experience serving as a financial advisor, specializing in working with individuals who are nearing retirement