History

His journey began in 1978 at The Principal Group as an investment adviser where he achieved the highest level of success. In 1991 he began working with companies on the design and implementation of qualified and non-qualified retirement plan solutions.

David serves young leaders as a Young Life Atlanta Project committee member and as the director of The Great 8 mentoring program. He has authored two books, The Great 8, and Light Their Fire for God.

He lives in Cumming, GA with his wife, Anne – both are Atlanta natives – and together they have three children and twelve grandchildren. David and Anne are members of Local Church Forsyth. David enjoys fishing, exercising, and mentoring the next generation of leaders.

David is a graduate of Davidson College (B.A.) where he played quarterback from 1971-1975. He holds the Chartered Financial Consultant designation along with a Series 6, 7, 22, 63, and 65.

We’re committed to excellent service and transparency. Check the background of this investment professional on FINRA’s BrokerCheck.

Prior to joining the Legacy team, Russ served in private education in North Carolina as a teacher, coach, and leader.

Russ lives in Alpharetta, GA with his wife, Lauren of Atlanta, GA. Russ is a Lowcountry native growing up on Hilton Head Island. Together they have four children, Hobie, Johnny, Caroline, and Beau. Russ and Lauren are members of First Baptist Church Alpharetta. Russ enjoys spending time with his family, Clemson football, and lazy days at the beach.
He is a graduate of Columbia International University (B.A.) and Gardner-Webb University (M.B.A.). He holds a Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination).

Russ is a Registered Representative with Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC.

Marc joined The Principal Group in 1996 as an investment adviser and began working with David Harper in 1997. He leads Legacy with an expertise in the areas of investment due diligence, fiduciary compliance, and plan design for both qualified and nonqualified retirement plans.

He lives in Woodstock, GA with his wife, Donita – both are Atlanta natives – and are busy raising their two daughters. Marc and Donita are members of Restoration Church in Alpharetta. Marc helps lead RealMen, which is the men’s ministry at Restoration Church.  He enjoys Georgia Bulldog football, spending time with his family, and helping people fulfill their calling in life to become all that God created them to be.

Marc is a graduate of Kennesaw State University (B.S.) and holds a Series 6 (Investment Company Products/Variable Contracts Limited Representative), Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination) and Series 65 (Uniform Investment Adviser Law Examination).

We’re committed to excellent service and transparency. Check the background of this investment professional on FINRA’s BrokerCheck.

Kim lives in John’s Creek, GA with her husband, son, and their two dogs. She is involved in animal rescue and her son’s high school. She is a native of Baltimore, MD.

Kim enjoys spending time with her family and watching soccer, especially Atlanta United.

Matt is a native Atlantan and says, “There’s no place like home.” He currently resides in Roswell, GA with his wife, Sweta, and their daughter, Harper. During his free time, you can find Matt and his family cheering on the Georgia Bulldogs or any Atlanta professional sports team. He also enjoys playing tennis and pickleball in local sports leagues.

Matt is a graduate of the University of Georgia with a degree in Family Financial Planning (B.S.) and holds a Certified Financial Planner® designation as well as a Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination).

Prior to joining the Legacy team, Stephanie was a realtor where she enjoyed helping first-time homebuyers purchase their new home.

Stephanie loves exercising, traveling, being outdoors, volunteering, and spending time with her friends and family.

She is a graduate of Valdosta State University (B.A.). She holds a Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination).
Stephanie is a Registered Representative with Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC.