Who We Are: The Dedicated Team Members at The Legacy Advisor Group

Mike Mills, AIF®

Wealth Manager

Before founding The Legacy Advisor Group with my partners in 2024, I worked with them at Equity Concepts after being introduced by a friend in my men’s Bible Study in 2016. Before becoming an advisor, I spent 15 years in the corporate...

Ken Jones, CFP®, ChFC®

Wealth Manager

ken@thelegacyadvisorgroup.com

With over two decades of experience, I have worked in many different capacities on this team. Before helping found The Legacy Advisor Group, I served at Equity Concepts as a Licensed Administrator, Director of Operations, Director of...

Philip Beethoven-Wilson

Wealth Manager

philip@thelegacyadvisorgroup.com

I joined the team in 2020 while we were a part of Equity Concepts before founding The Legacy Advisor Group with my partners in 2024. I had been working with another financial services firm, but was drawn to this team because of their...

Sarah Kyle

Wealth Manager

sarah@thelegacyadvisorgroup.com

I joined the team, now The Legacy Advisor Group, in 2020 after graduating with an English degree from The College of William & Mary and serving with the Peace Corps in Morocco. I have worn many hats over the years, assisting with...

Karen Redding, EA®

Wealth Manager

karen@thelegacyadvisorgroup.com

Karen joined The Legacy Advisor Group in 2024 after 20 years of tax planning for clients as an Enrolled Agent. Throughout her career, Karen has realized the importance of combining tax planning with investment management to create an...

Kenny Elkins, CPFA®

Wealth Manager

kenny@thelegacyadvisorgroup.com

Kenny began his career as a Wealth Manager at Equity Concepts in 2001 before joining with The Legacy Advisor Group in 2024. With his passion for teaching, Kenny is dedicated to educating clients and increasing their financial literacy....

Alan Dole, MBA

Wealth Manager

alan@thelegacyadvisorgroup.com

As a seasoned expert, Alan understands the challenges his clients face as they navigate through various stages of life, and he is passionate about equipping each one with personalized strategies to achieve their goals. Alan offers 25...

David B. Saunders

Senior Relationship Builder

david@thelegacyadvisorgroup.com

David B. Saunders focuses on strengthening connections with clients and managing new introductions to his team. He brings together his experience as a financial planner and his natural ability to build relationships to take his team to...

Wendy Hicks

Senior Account Manager

wendy@thelegacyadvisorgroup.com

Wendy Hicks serves as an Account Manager with The Legacy Advisor Group to help them serve their clients and oversee their processing. She began her career in financial services in 1980 with the brokerage firm of Thompson McKinnon...

Holly Hues

Strategic Assistant

holly@thelegacyadvisorgroup.com

Holly originally started working with Kenny Elkins at Equity Concepts in 2006. In 2015, she became an account manager on the entire firm’s processing department, a team which she became the director of in 2016 and led for the next...

Charlon Wade

Relationship Associate

charlon@thelegacyadvisorgroup.com

Charlon has been a valuable member of Kenny Elkins' team since joining him at Equity Concepts in 2006. She brings over 20 years of dedicated experience in Human Resources and her extensive knowledge allows her to tailor each...

Jason Carter

Relationship Manager

jason@thelegacyadvisorgroup.com

Jason joined Equity Concepts in 2022 as a Brand Manager to help the Director of Communication develop brand strategies for growth and impact. He also serves as a dual role as Director of Information Technology. Jason has an extensive...

Chrystal Hobart

Strategic Assistant

chrystal@thelegacyadvisorgroup.com

Chrystal joined our team in January of 2026. She has over 25 years of on-the-job experience in office administration and management as well as over 20 years of customer service experience. She is a graduate of Living Word Bible College...