Joseph Birkofer, CFP®, AIF®
Principal
Joseph R. Birkofer, CFP®, is principal and founder of Legacy Asset Management, Inc. in Houston. As a CERTIFIED FINANCIAL PLANNER™ professional and a Registered Investment Advisor, Joe works with clients by creating a comprehensive financial plan and custom asset allocation based on their individual needs. In addition, Joe leads the firm's Retirement Plan consulting practice, working with plan sponsor employers to improve plan investment options, employee communication and education, and streamline plan administration. Prior to founding Legacy Asset Management, he served as a Trust Officer with Texas Commerce Bank.
An active member of the community, Joe teaches Employee Benefits and Retirement Planning at Rice University's School of Continuing Education Certified Financial Planner® program. Birkofer serves as an Advisory Board member of The Periwinkle Foundation and is on the Advisory Board of Incarnate Word Academy. He regularly provides commentary for The New York Times, Wall Street Journal, Money Magazine, CBS Market Watch, Associated Press, Investment News, Financial Planner, and Benefits & Compensation Solutions, and locally for the Houston Chronicle, the Houston Business Journal, and local radio and television shows.
Joe earned his B.S. in Foreign Service from Georgetown University and his M.B.A. from the University of Texas at Austin. He has several securities licenses, including the FINRA Series 63 and 65, and is an Accredited Investment Fiduciary (AIF).
Adriana Elwood, CFP®, AIF®
Certified Financial PlannerTM
As a CERTIFIED FINANCIAL PLANNER™ professional, Adriana works with clients to develop comprehensive financial plans through short- and long-term planning, to help them achieve their financial goals.
Adriana has experience in multiple aspects of personal finance, including financial planning, financial counseling, employee benefits, insurance and startups. She has worked in Investment Banking, Finance, and she also launched a successful meal delivery service in the Washington, DC Area, where she lived for 18 years. Adriana graduated with honors from Universidad Iberoamericana in Mexico City with a bachelor’s in science degree. She is a graduate of Rice University's Certified Financial Planner™ program and holds a Certificate in Blockchain and Digital Assets. She is a member of the Financial Planning Association (FPA). Adriana and her family relocated to Houston in 2015. During her free time, she enjoys reading and spending time with her family and friends.
Christi Allen, QKA®, AIF®
Director of Retirement Plan Consulting
As a Director of Retirement Plan Consulting, Christi utilizes her client service background to assist the firm’s retirement plan sponsors and their employees with a variety of needs. She works closely with Legacy’s Clients to ensure all plans operate to their top potential. Christi is a credentialed member of the American Retirement Association as a Qualified 401(k) Administrator (QKA®), which enhances her knowledge of plan recordkeeping, IRS testing, and many other critical administrative aspects of the retirement plan industry.
Christi is passionate about helping others realize the importance of saving for retirement and participating in their company’s retirement plan. She has lived in the Houston area for more than thirty years and is very familiar with many of the companies she now proudly serves.
Anita
Retirement Plan Specialist
As a Retirement Plan Specialist, Anita utilizes her benefits background to assist the firm’s retirement plan sponsors and their employees with a variety of needs. Anita works closely with Legacy’s Advisors to ensure all plans operate to their top potential. She is passionate about helping others realize the importance of saving for retirement by participating in their company’s retirement plan.
Anita moved from New York in 2005 and earned her Bachelor of Arts degree from the University of Houston in Sociology and Political Science. She has over 10 years of experience in Corporate America. Anita has a passion for helping others. She enjoys traveling and watching movies in her spare time.
Lana
Retirement Plan Specialist
Lana recently joined the Retirement Plan Team as a Retirement Plan Specialist and brings over 18 years of experience in the fast-paced Financial Services Industry. She has worked tirelessly to expand her experience in various roles, which would guide her down the path of higher levels of responsibility. Lana is dedicated to helping others realize the importance of saving for retirement and participating in their company’s retirement plan.
Lana is a native Houstonian and has quickly become familiar with Legacy’s clients. She is focused on strengthening client relationships and providing excellent service. She enjoys spending time with her family, traveling and being outdoors in her spare time.
Carole
Office Manager
Carole comes to Legacy with decades of experience in office management and administration in both the private and public sector. Carole earned her B.S. in Business Administration with a concentration in Management from Ithaca College in Central New York.
Carole has embraced becoming a Houstonian since relocating to Houston with her family in 2008. She enjoys spending time with family & friends and touring the countryside on her motorcycle.
Sandy
Client Service Representative
Sandy is Legacy Asset Management's Client Service Representative who works with advisors and clients to establish and maintain accounts. Sandy brings over 10 years of back office operations experience to Legacy's team. She has lived in Houston since 1988 and holds an AAS degree in Business. In her spare time she enjoys volunteering with S.I.R.E., a therapeutic horsemanship program that improves quality of life for those with special needs.
Elizabeth
Administrative Assistant
Elizabeth is a graduate of the University of Texas, Austin where she earned a Bachelor of Science degree from the School of Business.
After working several years as a Portfolio Assistant for a mutual fund company, she began a long career in the hospitality industry. Her 20+ years of customer service experience is a great asset to our Legacy team. Elizabeth is a lifelong Houstonian who enjoys traveling and spending time with family and friends.
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