Meet the Legacy Team

The Legacy Team is a passionate group of vetted professionals dedicated to providing comprehensive support to people at every stage of life. Our expertise spans finance, Medicare, estate planning, assisted living, health and wellness, and more, allowing us to address a wide range of needs. While we are deeply committed to serving seniors, we also support individuals and families in navigating life’s key decisions with confidence. With the Legacy Team by their side, clients can make informed choices that enhance their well-being and quality of life, whatever their stage or situation.

Legacy Team - Trailblazers

  • JC Marrero

    EDWARD JONES - FINANCIAL ADVISOR

  • Sherry Duff

    SENIOR HEALTH ADVOCATE

  • Rich Pinnell

    REVERSE MORTGAGE SPECIALIST

  • Maria Gridley

    SUNDIAL ASSISTED LIVING

  • Ereka Bishop, MPA, RD

    REGISTERED DIETICIAN

  • Dori Hunter

    LOAN OFFICER

  • Jack Vu

    DIGITAL MARKETING

Legacy Team - Latino Leaders

  • Lorena Estrada

    LOAN OFFICER ASSISTANT