Professional Experience

Jeffrey is Senior Partner and Investment Advisor Representative with Legacy Investment

Services. As an Investment Adviser Representative, Jeffrey advises clients on meeting their

financial and retirement goals. He uses the Legacy Investment Services, Philosophy of best in

class financial products to meet the needs of his clients. As an independent investment adviser,

he uses non biased research to keep his recommendations current utilizing the best products that

have been in use for years along with products that are newer to the market place.

Jeffrey notes that he finds most of his success with his clients is from uncovering their concerns

and objectives before making any recommendations. He has a firm belief in engaging the client

through education and continuous revaluations of client’s needs, to keep clients objectives in

focus.

Professional Certifications

• Certified Financial Fiduciary®

• Series 7 & 66

• Licensed Health & Life Insurance Producer ~ State of Illinois

• Registered Representative with Woodbury Financial Services, Inc, Independent

Broker/Dealer and Member FINRA and SIPC

Education

Master of Science, Computer Science (Numerical Analysis), Stanford University

Master of Science, Civil Engineering (Infrastructure Planning), Stanford University

Bachelor of Science, Engineering & Science, U.S. Military Academy, West Point

Work Experience

1976 - 2001 — Officer, Corps of Engineers, United States Army 

2001 - 2017 — Financial Advisor, CFP^®, and limited partner, Edward Jones

2017 - Present — Financial Advisor, CFP^®, Certified Financial Fiduciary^®, and Owner and Principal, SYV Wealth Advisors LLC

Community Activities

Member of the Board, Food Bank of Santa Barbara County

Former President of the School Board, Santa Ynez Valley Union High School District

Former Chairman, Santa Barbara County Chapter, American Red Cross

Past President, Solvang Rotary Club

Past Assistant Governor, Rotary District 5240

Former Chairman, Cachuma District, Boy Scouts of America

Former Director, Buellton Chamber of Commerce

Vice Commander, American Legion, Santa Ynez Valley Post 160

Former Chairman, Santa Ynez Valley Youth Coalition

Member of the Executive Board, Central County Coalition

Former President, Santa Ynez Valley Community Aquatics Foundation

Recognition

Who’s Who in America, Who’s Who in Science and Engineering

Family

Bruce resides in Santa Ynez with his wife of 34 years, Janette, who is an RN and school nurse.  They have three grown children and a grandson.

I've been in the service business my whole life. From mowing lawns, the grocery business, retail banking

and now helping people plan for today and the future. I’ve always found satisfaction in helping people

achieve their goals.

I enjoy helping everyone understand their financial situation and explaining it in plain English. Working

together to implement a plan and keeping the course will allow you to feel at ease with your finances and

allow you to enjoy the more wonderful things life has to offer.

I’m also am part of the DeForest Area Chamber of Commerce where I’m on several committees and am

currently the President. I enjoy volunteering with the Chamber at many of their events. I have two children,

Sam and Ruby, who are my life.

Joseph Voellm is a comprehensive financial advisor with a focus on retirement planning.  Before entering the financial planning industry, he served 8 years on active duty in the United States Marine Corps.  In that time, he deployed 4 times with 2 combat tours to Iraq, 1 pirate interdictory tour to East Africa, and 1 humanitarian relief tour to Haiti. While in the Marines, he successfully completed his undergraduate degree in finance.  Post military service he received his first masters degree from Florida International University in Business Administration and his second masters from Texas Tech University in Personal Financial Planning.  Additionally, he has a graduate certificate in Charitable Financial Planning.  He is fully licensed and holds a Chartered Financial Consultant designation from the American College. When not helping his clients, he likes to give back and provide help to the disabled veteran community. His hobbies include golfing, skiing, and being on the lake.

Steven Baghott is the owner of Paramount Financial and a Certified Charitable Advisor and a Certified Financial Fiduciary. He has also received certification as a Revocable Living Trust Specialist and in Long Term Care Planning. He has served business owners, individuals, retirees and pre-retirees with financial services, financial products, and retirement income planning in his 30-year career in the financial services industry.

Chad Weigl is a retirement planning professional who educates people on various financial and estate planning strategies. He is well versed in retirement income planning, tax strategies, Medicare, and estate planning. He currently holds his Certified Financial Fiduciary® designation, Series 65, and Life and Health Insurance license. Chad attended Cleveland State University and the University of Toledo. He has a Bachelor’s in Business Administration in Accounting and a Bachelor’s of Science in Criminal Justice. Chad lives in his hometown of Amherst, Ohio and enjoys soccer, boating, traveling, attending sporting events and spending time with family and friends. His goal is to make sure every client feels confident and secure about their financial future, while being a notable member in his community.

Brent Lankford is executive vice president of Mid-America Estate & Insurance Services, which was founded by his father, Dwight Lankford, in 1995. Brent focuses on using insurance products to assist clients with creating retirement strategies that they can feel confident about.

Brent’s business philosophy is to do everything with honesty, integrity and passion. He started in the insurance and annuity industry following a successful 20-year career owning and running a company he started just out of high school. He wanted to do something more meaningful that brought him closer to his clients. In 2013, the financial services industry drew him in for its promise of helping others improve their lives and financial futures.

Although Brent’s client base stretches across Texas, Louisiana and Oklahoma, his core area of service is in the northern areas of Greater Houston. He holds his life and health (LAH) licenses in Texas, Louisiana and Oklahoma and is a Certified Financial Fiduciary (CFF), as well.

Brent considers it an honor to share life with his beautiful wife of more that 17 years, Tanya, as well as their three children, Ramsie, Tierney and Burke. The family lives in The Woodlands, Texas. When Brent is away from the office, he can be found spending time with his family, riding his Harley or improving his fitness.

Kenneth Levin is a Co-Founder of the independent tax and financial planning firm SCHLAGER SCHLAGER & LEVIN

SCHLAGER SCHLAGER & LEVIN has been assisting our clients in its effort to create and grow their wealth, protect and preserve that wealth, and plan for the distribution of that wealth during their lifetime and beyond - in a tax-advantaged way.

We believe the investing public deserves objective, independent advice and access to a wide array of investment products and services. You deserve a financial professional who exceeds your expectations as a valued advisor. SCHLAGER SCHLAGER & LEVIN is a firm of professional advisors who answer to their clients' needs.

At SCHLAGER SCHLAGER & LEVIN, we believe your goals are best achieved when your advisor is completely objective and impartial in giving you investment and financial advice. We offer experienced, professional advisors to draw upon their expertise and our significant resources to help you create your own unique financial future, utilizing our broad selection of products and services.

Kenneth holds the series 6, 7, 63, and 65 securities licenses as well as the health insurance, life insurance, and variable annuity licenses.

SCHLAGER SCHLAGER & LEVIN (SS&L) provides tax advice & tax strategies. Securities offered through JW Cole Financial, Inc (JWC), Member SIPC. Investment advisory services offered through JW Cole Advisors, Inc (JWCA). SS&L and JWC/JWCA are not affiliated entities.  Neither JWC nor JWCA nor their  representatives provide legal, tax or accounting advice.  If advisors do provide such advice, they do so in a capacity other than as a registered representative or investment advisor.