RAYMOND JAMES FINANCIAL SERVICES - Key Persons
Bradley Frisk, a seasoned Financial Advisor at Legacy Wealth Management, is dedicated to providing tailored financial planning strategies that cater to your individual requirements. With a wealth of expertise and experience, Bradley assists you in making well-informed decisions about your investment strategy, whether it's focused on retirement planning, funding education expenses, or achieving other financial objectives.
A true "people person" at heart, Brad enjoys building and fostering genuine, high-quality relationships with his clients and their families. His client-service approach is based on a clear understanding of their unique needs, and he strives to integrate every client relationship with tailored, multigenerational planning.
From comprehensive financial planning to implementing sophisticated investment strategies, Bradley is renowned for his commitment to expertly managing and optimizing your wealth. By partnering with Bradley, you can rest assured that your financial goals are in capable hands.
Christina Krug brings over 13 years of experience in the financial services industry to her role as Client Services Manager at Legacy Wealth Management aligned with Raymond James. She understands the importance of knowing each client well so she can provide them with customized and seamless service.
Christina lives in Roseville with her husband Paul and their son William. She enjoys cooking, reading and gardening.
Job Titles:
- Client Services Associate
Janet Cadwallader brings a wealth of experience in client relations, having spent over 25+ years excelling in the Health Care and Real Estate fields. With a Bachelor's degree in Marketing, Janet is poised to provide exceptional service as our Client Services Associate. She resides in Roseville and takes pride in being a loving parent to her son and daughter. Janet's passion for animals shines through, as she enjoys the company of her two Boston Terrier dogs, who bring joy and laughter to her daily life. In her spare time, she indulges in reading, leisure bike riding, decorating, and actively participating in her church community through volunteering.
Job Titles:
- Certified Financial Planner
- Second - Generation Financial Advisor
Joe is a second-generation Financial Advisor and the founder and principal of Legacy Wealth Management. With over 15 years experience (Morgan Stanley and Wells Fargo Advisors, LLC), Joe has been successful in assisting families and businesses in developing a sound plan that aims to build and preserve their assets.
Joe is active in the community, serving in his church and mentoring local youth. Joe lives in Sacramento with his wife, Sue, and his four sons; Mason, Ethan, Gideon, and Titus.