The team at The Legacy Group provides expertise from many different disciplines:
The Legacy Group "Helping People Live Their Legacy"
Donald E. Wallace, CEBA, CRPC, CEO & Partner
At age 21, Don became a successful owner of multiple AutoPro, CarQuest and NAPA, auto part stores until selling them to a large corporation in 1981. At the same time, he campaigned for the racing circuits of IHRA, AHRA, NHRA, ARCA, USAC and NASCAR. Don realized, from his own personal experiences, the power of strategic planning structures such as tax reduction rate i.e., asset protection, income stabilization, and personal goals, as well as the importance of needing to know what, when, how and why. In 1986, Don changed his career has since obtained his Series 7, Series 24, Series 63, Series 65, a CEBA (Certified Estate & Business Analyst) and CRPC (Chartered Retirement Planning Consultant), as well as life and health licenses. Don has strong family values shared with his wife of 20 years, Kim, who has worked with him throughout the years and raised five children; daughter, Cindy, homemaker, daughter Lisa, Contract Administrator for Homes by Towne, son, Scott, who is a senior partner with the law firm, Franco, Wallace & Packer, LLP, son, Dane, who is also a financial advisor with The Legacy Group, son Clayton, a Field Supervisor for Titan Builders Construction, and has six grandchildren. Don is a member of The Financial Planning Association and is a 1996 Inductee into the Cambridge Registry of the Who's Who of Financial Planning; Registered in the Library of Congress and a 2005 -2006 Inductee into the National Registers Who's Who in Executives and Professionals; Registered in the Library of Congress. Don and his wife are currently acquiring a foster care license though the YMCA's Safe Coalition for Families.
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Mark R. Clark, CFP®, CSA, President & Partner
At age 20, Mark became a successful manager for United Parcel Service. His grasp of managing people allowed him to lead employee groups to perform at above acceptable standards set by UPS. Mark successfully completed every sale and advanced management training required by UPS. In 1994, Mark changed his career and has since obtained his Certified Financial Planner™ designation, Series 7, Series 24, Series 65, Series 63, CSA(Certified Senior Advisor), as well as life, health and property and casualty licenses. Over the last 13 years Mark has enjoyed working with clients and enjoyed steady growth in the business and as a person Mark has strong family values shared with his wife of 21 years, Tonna. Together they are raising four children; daughter, Amber, college student, daughter Morgan, junior in high school playing Varsity Volleyball, daughter Emily a freshman in high school and a Junior Varsity Cheerleader, son Logan fifth grader and involved in AAU baseball. Mark is a member of The Financial Planning Association, a volunteer local area contact for Crown Financial Ministries, a charter member of the Sarasota Chapter of Kingdom Advisors and a member of The Summit Study Group.
Mark has created an environment that encourages collaboration. Today’s marketplace is in need of financial advice that requires financial planners, CPA's Attorneys, insurance professionals and coaches to work together for a more comprehensive plan. As President, Mark's other responsibilities include recruiting new advisors, establishing relationships with outside professionals, and creating new marketing opportunities for The Legacy team.
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Dane M. Wallace, Sr. Vice President
A graduate of the University of Florida with a Bachelors degree in Finance, he was an active member of the Professional Business Fraternity, Delta Sigma Pi and a member of the National Society of Colligate Scholars. Dane has been helping clients for over 7 years with their investments and specializes in Income Planning. Dane currently holds Series 7 & Series 66 licenses, as well as the Life, Health and Variable Annuity insurance licenses. Dane is working towards additional licenses and designations that will afford him to be more knowledgeable and be of more value to his clients. In addition to his role with income and retirement planning, Dane is President of Money ArmourSM, Inc., a division of The Legacy group that specializes in providing asset protection and wealth management for professional athletes and other high risk/high profile careers.
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Andrew Starostecki, J.D. Wealth Manager
Andy is a graduate of Columbia University where he majored in Political Science and Russian. He earned his JD (law) degree at Cornell University.
After a 14 year career in New York State as a criminal prosecutor, administrative law judge, and college instructor, Andy and his family moved to Sarasota in 1988. He has been in the trust and investment advisor profession since then. Andy has completed numerous advanced courses in estate planning, tax, insurance and investment management, all of which help him focus on creative solutions for his clients’ problems and concerns.
Andy has the Series 7 and 66 securities licenses, and a Life Health & Annuity license. Andy’s primary focus is on financial, tax and estate planning, as well as portfolio management.
He and his wife Jeanie, married since 1974, have two grown sons Peter and Danny who live in the Sarasota area.
Andy has served on numerous local not-for-profit boards, and currently serves as board member and planned-giving chairman of the Community Haven for Adults and Children with Disabilities, where his wife is a volunteer. He is also President of the local Columbia University Alumni Club. Jeanie and Andy have been members of Church of the Palms since 1990.
Andy is fluent in Polish and has working knowledge of Russian and French.
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David F. Sterling, J.D., Estate Portfolio Strategist
David joins the Legacy Group bringing an accomplished record working with investors, their families and other professional advisors. His professional credentials bear testimony to his ability to evaluate the performance and efficiency of your financial resources and estate plan to achieve your desired results. David is a Florida attorney and a fully licensed investment and insurance advisor. He serves on a number of state and national bar committees addressing issues germane to your financial well-being, including trust management, financial and estate planning, asset protection and specialty issues. David is also a member of the National Academy of Elder Law Attorneys and the Financial Planning Association.
Particularly noteworthy is his work. David has collaborated with the National Association of Insurance Commissioners for the review of Senior Protection in Annuity Transactions model regulations and sits as an Advisory Council member for an Investor Rights Project funded through the New York State Attorney General’s office. He is uniquely qualified to analyze the quality and performance of your financial product or strategies.
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Mark Stough, CFP®
Mark is a Certified Financial Planner (CFP) and holds the title of Vice President of Wealth Management at The Legacy Group. He has 10 years of Private Client planning experience n the investment and banking industry. He specializes in Estate, Tax and Retirement Planning for individuals and business owners. Mark is the Area Director for BNI, an international networking organization. He is also a member of the Financial Planning Association. Mark and his wife, Andrea, have two children and live in Bradenton.
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Marnie Boyd, CPA
Marnie received her Bachelors of Science in accounting from University of South Florida. She has been a certified public accountant since 1992 and is a member of the AICPA. She also holds her Series 7 securities license and life and health insurance license. She has over 14 years experience in tax and estate planning for individuals and business owners. She has been self-employed as a certified public accountant since 2003 serving the Fort Myers and Cape Coral area.
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Steven T. Faticone, Financial Advisor
Before his arrival at The Legacy Group, Steve was the Regional Vice President for Pacific Life Insurance Company, located in Newport Beach, California, for the state of Florida. He joined Pacific Life after working at Bankers Trust of New York as their National Sales Manager from his Chicago, Illinois and New York City offices. A former member of the State Department of Insurance of Illinois' Continuing Education providers, Steve was educated at the State University of New York at Buffalo. A native of upstate New York, Steve and his family have lived in Florida since 1996.
Steve’s experience brings a unique perspective to The Legacy Group. Steve was responsible for the acquisition and retention of over $1 billion in securities related assets. Our clients greatly benefit from Steve’s field experience and multi-faceted planning techniques.
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K. Peter Grogan, Financial Advisor
Pete holds a Bachelor of Science degree in Mathematics, and Series 7 and 63 securities licenses. He specializes in investments, trust owned life insurance, and other alternative insurance lines. Pete is working towards his Series 66 license and certification as a financial planner. He has over 12 years of experience in financial services and spent 10 years in corporate accounting at two Fortune 500 companies. He serves the Tampa Bay area from his office in Saint Petersburg.
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Bobby W.Whitley, LUTCF, CSFP, PATA
Bobby Whitley joined The Legacy Group in January 2006 after 15 years of practicing as an independent insurance and financial advisor. He obtained his L.U.T.C.F. designation through the National Association of Life Underwriters in 1995. He has been a member of the National, Florida, and Sarasota Associations of Insurance & Financial Advisors since 1992 and is President-elect of the local association. He is an associate member of the National Association of Financial and Estate Planning and Association of Chartered Senior Financial Planners. Bob specializes in insurance, investment and retirement strategies for individuals and any business that employs owners and their spouses (including C and S corporations, partnerships, and sole proprietorships). He has an extensive background in senior insurance & financial planning, including Medicare supplements, Medicare Part D plans, and long term care planning. He is also an affiliate member of the Sarasota Association of Realtors.
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Suann Southwick, Benefits Manager
Suann received her Bachelor of Arts Degree in Psychology from the University of Florida. A resident of Bradenton FL since 1972, Suann’s insurance experience dates back to 1981. She works closely with business owners, individuals, and other professionals as well as the financial planning team at the Legacy Group. She specializes in providing Major Medical, Disability, Long Term Care, and Life products for employer groups as well as individuals. Suann is an active member of Gulf Coast Association of Health Underwriters (GCHU), Florida Association of Health Underwriters (FAHU), and National Association of Health Underwriters (NAHU). She is a founding member and officer of Business Networking International (BNI) in Bradenton, FL.
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Juan M. Gutierrez, Benefits Specialist
Juan has extensive experience working closely with business owners in the area of supplemental employee benefits and health insurance. A Florida resident since 1983, Juan lives with his wife of thirty one years and his two children. He is bilingual and enjoys traveling internationally as well as sailing. Juan's outside interests and hobbies include cooking and playing racquet ball with friends and family.
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Kathryn McCracken, Office Manager
"K" joined the Legacy Group in November 2006 beginning in the mortgage division, leaving behind a career in Nursing. With years of management experience "K" is now over-seeing the daily functions within The Legacy Group.
"K" is a native Bradenton Floridian. Her family is one of the founding families of Manatee County. "K" is married, the mother of 3 grown children and has 6 grandchildren.
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Kimberly L. Wallace, Operations Manager
Kim joined The Legacy Group in 2007 and is currently the Operations Manager. She has worked as an ITT Representative for a telephone company and as an Administrative Assistant for a large construction company. For the past fifteen years, she has managed all general areas for an independent financial services office including compliance, implementing office procedures, marketing, accounting, payroll, commissions, and overall organization and functionality. She also offers support to staff, as well as employee training. Kim is the wife of Don Wallace and has worked with Don throughout their 20 years of marriage.
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Cassie Nuccio, Executive Assistant
Cassie is a graduate of Valencia Community College in Orlando, Florida where she received an Honors Associate in Arts Degree in General Studies. Prior to joining the Legacy Group, while completing her studies, she was an office manger over 4 years working directly with the United States Citizenship and Immigration Service. Cassie will be continuing her education in 2008 to seek her Bachelors degree in Finance and Accounting. She is married and has a beautiful daughter.
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Brianne L. Spranger, Operations
Brianne Spranger works as a processor for new business at The Legacy Group. She works with the Operations and Customer Service end of the company. Brianne also is going to school full time pursing her degree in general education. Brianne is looking towards learning more and having a continuing education in business one day or journalism. Brianne tries to live by this quote "Discipline is: doing what has to be done, when it has to be done, the best that it can be done, and doing it all the time."
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