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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
27

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  • United States Of America
    27

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. A.
    Chief Marketing Officer
    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. B.
    Operations Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. Q.
    Senior Investment Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. P.
    Principal Of Real Estate Advisory Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. B. C.
    Consultora
    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
    M. A.
    Chief Marketing Officer
    Phone icon
    Mobile Phone
    Jun 26, 2026
  • Stylized image of a person
    K. D.
    Director Of First Impressions
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    J. B.
    Operations Manager
    Phone icon
    Mobile Phone
    Sep 24, 2025
  • Stylized image of a person
    M. Q.
    Senior Investment Advisor
    Phone icon
    Mobile Phone
    Jun 27, 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

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. 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 23 employees as of July 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 July 2026, Legacy Consulting Group's key employees include:

  • Chief Marketing Officer: M. A.
  • Director Of First Impressions: K. D.
  • Operations Manager: J. B.
  • Senior Investment Advisor: M. Q.
  • Principal Of Real Estate Advisory Services: R. P.

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