Who We Are

A distinguishing feature at Legacy Capitals is our nationwide, collaborative network of professionals representing various disciplines. Depending on the needs of each engagement, we may partner with one or more of our affiliates, allowing us to customize our services to best accommodate each client.

Overview

Our Vision

We empower families to fully leverage their financial, intellectual, social, human and spiritual capitals in order to live their legacies with meaning and purpose.

Our Mission

We educate and enable financially successful families and their trusted advisors to thrive and prosper across generations.

IMPORTANT NOTE: Legacy Capitals does not provide insurance, accounting, legal, cash management, investment, estate planning or other financially related licensed services.

Meet Your Team

Richard Orlando

Richard Orlando

Founder & Legacy Consultant

Kristen Heaney

Kristen Heaney

Legacy Consultant & Coach

Kaley Hudson

Kaley Hudson

Coach, Operations Manager & Client Experience

Hallie Gaudio

Internal Operations & Marketing Coordinator

Kristin Emmons

Kristin Emmons

Back Office Manager

Celine Fitzgerald

Legacy Consultant & Coach

Lindsay Hardie

Legacy Consultant & Coach

Lauren Blatz

Manager of Academy Platform

Amanda Smit

Marketing & Project Management

Tucker Valentino

Tucker Valentino

Team Mascot