Our Foundation Rooted in
Holistic Planning
At BT Legacy Wealth Management, our focus is on providing comprehensive guidance that aligns with your family's values. We understand that approaching retirement involves more than just managing investments; it requires a structured approach to your entire financial picture.
Our team aims to simplify the complexities of wealth management so you can focus on what matters most. We take the time to listen to your goals, helping you build a strategy intended to support your desired lifestyle and future generations.
Jamie Tomlin, CFP®
Owner, Managing Director
About MeJamie began her investment industry career in 1995 and joined Stifel in 2023. Prior to joining Stifel, she worked at Wells Fargo Advisors and A.G. Edwards, where she gained valuable insight and years of industry knowledge. In...
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Zak Tomlin
Independent Financial Advisor
About MeZak has nearly 10 years in the financial services industry and joined Stifel Independent Advisors in 2023. Prior to joining Stifel Independent Advisors, he served as the lead Client Service Associate for BT Retirement & Wealth...
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Heather Hoe
Client Service Associate
About MeHeather began her career at BT Retirement & Wealth Management Planning Group (now BT Legacy Wealth Management) in 2014. Today, she serves as the first point of contact for administrative questions and requests, as well as...
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