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 Dawn

LPL Financial Advisor and Owner of Legacy One Financial

(805) 330-9680

(805) 830-1882

Gaea.Dawn@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...

Krista Burkling

Client Services Manager

805-861-0667

805-830-1882

krista.burkling@legacyonelife.com

Krista Burkling was born and raised in the beautiful California mountain town of Twain Harte. Growing up she enjoyed spending as much time in nature as possible and getting lost in books. She spent time in many different areas of the...

Devin Brady

Marketing Consultant

Devin is the Marketing Consultant for Legacy One Financial through LPL's Marketing Solutions program.Devin graduated with a Bachelor's Degree in Marketing from San Diego State University. In his spare time, he enjoys spending time with...