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) 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...
Siobhan Ronan
Client Services Manager
Siobhan.Ronan@legacyonelife.com
Siobhan was born in the Midwest and has called St. Louis home almost her entire life. She is the hub for family and friends to meet when visiting and passing through town. Saint Louis is the city where she met her husband and two...
Erin Hansen
Campaign & Events Manager
805-830-1882
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...
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...
Imoni Tull
Marketing Consultant