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Legacy Consulting Group Employee Directory

Financial ServicesTexas, United States11-50 Employees

Legacy Consulting Group is a financial services firm focused on financial planning, based in Plano, Texas. It was founded in 1997 by Roger Shake and Steven Wachs. The firm operates as a registered investment adviser with the SEC and offers customized financial plans intended to help clients manage wealth across generations. The company has 11 to 50 employees and is located at 5340 Legacy Drive Suite 165, Plano, TX 75024. It has been recognized by D Magazine as a Top Wealth Manager in 2022 and again in 2024. Public reports indicate the firm has acquired stakes in companies such as Edwards Lifesciences, Union Pacific, and Fiserv.

Find Legacy Consulting Group employees' phone numbers or email addresses

Legacy Consulting Group Global Highlights

Location
Employees

North America
26

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  • United States Of America
    26

Asia
5

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  • India
    5

Europe
1

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  • Cyprus
    1

South America
1

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  • Argentina
    1

Legacy Consulting Group's Leadership

  • Stylized image of a person
    M. J.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    H. W. T.
    Founder & Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. B.
    Founder & Managing Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. A. S.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. W.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    I. D. I.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. D.
    Director Of First Impressions
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. T. B.
    Operations & Compliance Manager
    Phone icon
    Mobile Phone

Legacy Consulting Group Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Operations
  • Accounting
  • Human Resources
  • Real Estate
  • Other
  • Administrative
  • Business Development
  • Banking
  • Business
  • Community & Social Services

Contact profiles from Legacy Consulting Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. A. M.
    Sr. Associate
    Phone icon
    Mobile Phone
    United StatesMaryland
    Nov 12, 2025
  • Stylized image of a person
    R. B.
    Principal
    Phone icon
    Mobile Phone
    United StatesFlorida
    May 28, 2026
  • Stylized image of a person
    R. P.
    Principal Of Real Estate Advisory Services
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    A. B. C.
    Consultora
    Phone icon
    Mobile Phone
    Argentina
    Oct 24, 2025
  • Stylized image of a person
    J. S.
    Certified Financial Planner, Certified Public Accountant
    Phone icon
    Mobile Phone
    United StatesTexas
    Feb 18, 2026
  • Stylized image of a person
    K. H.
    Client Service Representative
    Phone icon
    Mobile Phone
    United StatesTexas
    Aug 02, 2024
  • Stylized image of a person
    K. C.
    Client Services Representative
    Phone icon
    Mobile Phone
    United StatesTexas
    Oct 16, 2024
  • Stylized image of a person
    M. T.
    Associate Advisor
    Phone icon
    Mobile Phone
    United StatesNew York
    Jul 28, 2024
  • Stylized image of a person
    S. D.
    Office Administrative Assistant
    Phone icon
    Mobile Phone
    United StatesKentucky
    Apr 16, 2026

Frequently Asked Questions

What is Legacy Consulting Group known for?

Minus sign iconPlus sign iconLegacy Consulting Group was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in 5340 Legacy Drive Suite 165 Plano, Texas 75024 United States. Explore Legacy Consulting Group's company overview page for more information.

What is Legacy Consulting Group's most common email format?

Minus sign iconPlus sign iconLegacy Consulting Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Legacy Consulting Group email formats with LeadIQ.

How many employees does Legacy Consulting Group have currently?

Minus sign iconPlus sign iconLegacy Consulting Group has approximately 24 employees as of May 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are Legacy Consulting Group's key employees and leadership?

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As of May 2026, Legacy Consulting Group's key employees include:

  • Chief Executive Officer: M. J.
  • Founder & Managing Partner: H. W. T.
  • Founder & Managing Principal: R. B.
  • Partner: R. A. S.
  • Owner: S. W.

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