Broker Check

Advisor Resource Team

Here at Legacy Wealth Partners, we offer a team to support our financial professionals and all of their business needs. Everything from administrative tasks to financial planning assistance, we can help with it all. Reach out to our team members below to find your solutions.

Ashley Sherman

Ashley Sherman

Director of Advisor Operations

Matthew Hunter, CIMA®

Matthew Hunter, CIMA®

Portfolio Consultant & Investment Specialist

Matt  Douce, ChFC®, ChSNC®

Matt Douce, ChFC®, ChSNC®

Director of Financial Planning

Pam Sweeney

Pam J. Sweeney

Agency Long Term Care and Disability Income Insurance Specialist

Randi Perez

Randi Perez

Director of Marketing

William Thomas

William Thomas

Agency Technology Specialist and Agency Security Administrator

Eric Roukey

Eric Roukey

Disability Income Insurance Product Specialist

We also offer administrative assistance for our advisors. 

Have a Question?

Thank you!
Oops!