Meet our Team

Jennifer is a CERTIFIED FINANCIAL PLANNER™ professional. She has been in the financial industry for over 25 years. Her mission is to help her clients create a comprehensive personal financial plan that allow for current and future needs, based on the client's personal risk tolerances. Conservative by nature, she designs portfolios that are meant to reduce potential investment volatility and offer long term growth potential. She is versed in advanced estate planning strategies to help her clients in their legacy needs. A believer in financial education, Jennifer has offered her services to speak to various groups on important financial topics.  She has been recognized as a top female advisor at Independent Financial Group.  She lives in Paso Robles with her husband, Ryan and two sons.  When not working, she enjoys traveling, volunteering and cooking. 

Ryan heads our investment management and portfolio design department.  Ryan holds a BS in Mechanical Engineering from Cal Poly and worked in the aerospace industry before joining Legacy in 2003. Through Legacy, Ryan is now able to combine his passion for working with numbers and problem solving with his love of working with people. Ryan specializes in helping his clients with retirement plans and planning. He focuses on helping those who are looking towards retirement and showing them strategies to manage their retirement assets.  He loves to help educate clients in all aspects of their finances.  Ryan lives in Paso Robles, is married to Jennifer and they have two sons.  When not working, Ryan can be found doing construction projects around his home, traveling and karate. 

The Legacy Team benefited greatly when Michelle joined in early 2018.  Michelle brings years of excellent customer service skills to the Legacy client experience.  Before joining Legacy, Michelle was the operations manager at a leading retail corporation.  Michelle's attention to detail ensures that the Legacy office runs smoothly and efficiently.  Michelle lives in Atascadero with her husband and daughter and they love living in the Central Coast. When not working, Michelle enjoys traveling, outdoor recreation and cooking.  

Evan joined the Legacy office in 2019, but has been part of the Legacy family his entire life.  He sees the value of providing excellent service to our clients and handling any administrative tasks that need to be done.  He is currently working on his Bachelors in Business with an emphasis in Financial Planning at Purdue University online.   When not working or studying, Evan enjoys traveling, running, karate and photography. 

Connie Cook brings over 30 years of experience in the financial industry to Legacy Retirement Advisors.  She began her career as a fixed income trader for a small boutique firm in San Diego, which is now one of the biggest independent broker dealers in the nation. Over her career she acquired 7 FINRA securities licenses.  Her most recent roles in the industry were as Chief Operations Officer for two different San Diego based broker dealers. Connie is a graduate of San Diego State University and most recently completed the Advanced Certificate in Financial Planning.  Connie is blessed with 3 grown children.  When not working, she enjoys hiking, playing pickle ball and tennis. 

Connie spends her time between the San Diego office and the Paso Robles main office.