Meet the Team

A Team Approach

We could not do the work we do for our clients without a team approach. We have an elite service model at our office covering all the details crucial to your financial life and health, as well as a 5-step process to see you through to your vision. This process takes teamwork! A team consisting of a Client Service Advocate, Financial Advisor, you (our client), as well as any other professionals you may work with, such as your CPA, Estate Attorney, etc. No one strategy fits everyone, which is why every client will get our undivided attention— from planning to execution to follow-up to surprise and delights! We cannot wait to work closely with you on a holistic approach to create a financial plan that has you on your way to managing your desired dreams and goals.

Gaea Verneris

LPL Financial Advisor and Owner of Legacy One Financial

(805) 330-9680

(805) 830-1882

Gaea.Verneris@LegacyOneLife.com

Gaea is a small town girl, born and raised in the mountains of Twain Harte, CA. Always enjoying an outdoor adventure, she spent her summers climbing trees, bike riding, swimming and her winters on skis...

Lia Adams

Client Services Manager

949-409-1308

949-892-1369

lia.adams@legacyonelife.com

Lia grew up in the gorgeous desert in Scottsdale, Arizona and studied Economics at Arizona State University. She relocated to Southern California in 2011 and enjoys frequent visits back home. Lia and her husband...

Erin Hansen

Campaign & Events Manager

805-323-4090

805-830-1882

erin.hansen@legacyonelife.com

Erin was born and raised in sunny Ventura, California. Family is everything to her. As an identical twin, she always had her best friend by her side. Her other best friend, and second half, is her husband Chris who works for the Santa...

Imoni Tull

Marketing Consultant

Imoni Tull is a Marketing Consultant with LPL Financial who supports the marketing needs of Legacy One Financial. She earned a B.S. in Journalism and Mass Communications from North Carolina Agriculture & Technology State University and...

Katie Putnam

Branding and Public Relations Manager

Katie.Putnam@legacyonelife.com

Born and raised in Kentucky, Katie moved to Southern California after studying Marketing and Communications at University of Louisville. She began her career 15 years ago as a public relations and marketing specialist. During this time...

Our Commitment to You

At Legacy One we are committed to you, our client, and will always do what is morally and ethically right in the partnership we have with you.

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