LEGACY CAPITAL GROUP: Wealth Management

Email: mattj@lcgar.com

Email: jasonp@lcgar.com

Jason Prather is a Managing Principal.  As a former practicing attorney with a  Masters of Law degree in Taxation, he acts as an advisor for affluent clients throughout the United States concentrating in the areas of estate and gift tax / wealth transfer planning, life insurance planning and tax strategies.

Jason holds an Arkansas and Texas Law license and is a non-practicing member of the Arkansas and Texas Bar Associations.  He also holds several securities* and insurance licenses (AR Ins. License # 255525).  He is consistently one of the top insurance producers with NFP/Partners Financial and a multiple qualifier for MDRT’s exclusive Top of the Table recognizing the life insurance industry’s top advisors.  Although Jason’s clients to include several of Arkansas’ wealthiest families, he also works with clients and advisors nationwide. 

His unique background, which includes his many years of practicing law as a partner in the Tax Section of the Cantey & Hanger, LLP law firm in Fort Worth, Texas, one of the city's largest and most prestigious firms, has helped him in developing strong relationships with attorneys and tax advisors in Little Rock, as well as throughout the United States.  His experience and expertise in the areas of sophisticated tax and estate planning, has enabled him to work efficiently with these advisors to help create solutions for clients that address the often complex relationship between the financial products and legal structures employed by wealthy families.  In working as a peer with a clients’ tax/estate planning attorney, Jason is a welcome participant on the planning team and brings a uniquely qualified point of view to assist with the overall objective of helping affluent clients deal with the many dynamics that surface in the context of their planning.  

He received a BBA from Texas Christian University, is Juris Doctorate from the University of Arkansas at Fayetteville School of Law, and his Masters of Law (LLM) from Southern Methodist University.  He resides in Little Rock with his wife Rosemary, and their two children Jacob and Jackson.

* Series 6 (Investment Company Products/Variable Contracts Limited Representative); Series 7 (General Securities Representative); Series 63 (Uniform Securities Agent State Law Exam); Series 65 (Uniform Investment Advisor State Law Exam)

Email: BenS@lcgar.com

* Series 6 (Investment Company Products/Variable Contracts Limited Representative); Series 7 (General Securities Representative); Series 63 (Uniform Securities Agent State Law Exam); Series 65 (Uniform Investment Advisor State Law Exam)

Email: jillb@lcgar.com

Jill Beall is a Principal, the Vice President of Operations and the staff attorney for Legacy Capital Group Arkansas, LLC. After working five years as a practicing attorney in the area of financial, estate and business planning, Jill joined Legacy Capital Group in 2001. Her background in devising and drafting estate and business planning documents gives her perspective and an ability to focus on how all of the moving parts of a plan work together and complement each other.

Jill assists in the strategy planning, presentation production, implementation and maintenance. She works directly with the clients and their various professional advisors facilitating and coordinating recommended strategies as they are put into place. She prepares digestible summaries and diagrams of complex issues to help further client understanding and also serves as an unbiased review source for clients’ estate planning documents.

In addition to the above functions, Jill handles office management and human resources issues for Legacy Capital Group. She is knowledgeable in the field of employee benefits and oversees several of the support staff. Currently she is implementing and streamlining updated office policies and procedures and creating a format for cross training staff members. 

Jill holds her life, health and disability insurance license (AR Ins. License # 86010) as well as series 63 & 7 securities licenses*. Additionally, she is a Chartered Financial Consultant (ChFC), a registered representative of the NASD, and a member of the Arkansas Bar Association.  

Jill interned in Washington DC for a Massachusetts member of the House of Representatives before graduating at the age of 20 from the University of Tulsa with a B.A. degree in Political Science and a minor in the French language. After starting her family, she continued her education at the University of Arkansas at Little Rock School of Law where she obtained her Juris Doctorate. She and her husband Gordon have four children and are actively involved in their school and sports activities.

* Series 7 (General Securities Representative); Series 63 (Uniform Securities Agent State Law Exam)

Email: JulieS@lcgar.com

Email: AltonR@lcgar.com

Email: karmant@lcgar.com

Karman serves as the Registered Client Associate for the Investment Advisory Department where she fulfills and services the investment needs of all clients.  Her securities licenses include the Series 7 and Series 63.  She plays a key role in the department by implementing the client's investment decisions made in conjunction with their financial and estate planning.  Karman assists clients with any and every investment need they may have. Before joining Legacy, Karman was with The Vanguard Group in their Flagship Plus group where she managed a base of ultra high net worth clients.  She graduated from North Carolina State University in 2003.

Email: JessicaS@lcgar.com

Jessica Sorg started with the firm in July 2005 as the Administrative Assistant. She is an example of Legacy’s policy to promote from within and now serves as the Jr. Underwriter and Client Service Manager in the wealth management division of Legacy Capital Group.  

Email: AmberP@lcgar.com

Amber Parsons serves as the Registered Client Associate with Legacy Capital Group's Wealth Management department in Northwest Arkansas. She serves clients in a wide variety of ways and takes great care of all her clients' needs. Amber assists in the process of setting up new investments and with the day to day servicing needs. She takes great pride in completing her clients' requests in a timely and prompt manner.

Amber has a bachelor’s degree in Business Administration from the University of Arkansas, Fayetteville. She also has her Series 7 securities license* along with Arkansas Life and Health insurance licenses (AR Ins. License #328355) . In her spare time, Amber enjoys spending time with her friends and family and traveling.

* Series 7 (General Securities Representative)

Email: caseyp@lcgar.com

Casey is our Office Administrator and Special Projects Coordinator. She handles all contracting and licensing paperwork for our agent to carrier relationships, processes all commissions, answers the phones and lends a helping hand to all members of our team. 

Email:

Email: LisaM@lcgar.com

Email: RaymondR@lcgar.com

Raymond Raphael runs the Northwest Arkansas Corporate Benefits division of Legacy Capital Group.  His commitment to ongoing education and experience in the industry has made his benefits knowledge tops in the industry.  In addition, his ability to explain complex issues in simple terms makes him an invaluable asset to businesses and corporations.

Raymond has a Masters in Business Administration and is a Registered Health Underwriter and a Registered Employee Benefits Consultant.  He holds life and health insurance licenses (AR Ins. License # 23166) and Series 7, 63 & 65 securities licenses*.
 
Swimming, skiing, biking, reading, and spending quality time with family are important parts of Raymond’s life.  He is married and has four children.

* Series 7 (General Securities Representative); Series 63 (Uniform Securities Agent State Law Exam); Series 65 (Uniform Investment Advisor State Law Exam)

Email: TamaraK@lcgar.com

Tamara’s industry knowledge combined with her passion to provide the highest quality service to her clients makes her one of the best in the business. She brings to LCG over 18 years of employee benefits experience (AR Ins. License # 15220). Tamara also has 15 years of working directly for the insurance carriers which gives her a unique perspective and the ability to help her customers better understand why and how things are done in the insurance world. She believes education is key to helping both employees and employers to be better consumers of their benefits and takes the time to help them navigate the difficult system.
 
Tamara enjoys spending time with her husband Dave and their three children. They keep her busy with baseball, cheerleading, dance and many other duties. In her spare time Tamara enjoys reading, traveling, hanging out at the spa and wine tasting.

Email: VickiB@lcgar.com

When you attend one of her enrollment presentations, it is evident that Vicki Burgess is both a good speaker and a good listener. Vicki has experience working in human resources and was a marketing representative with Aetna before joining Legacy Capital Group.  She has been with our firm since 2001 (AR Ins. License # 132773) and was promoted to Director of Client Services in 2005. Vicki believes that educating the employee is one of the most crucial elements to making a solid benefit plan work for all parties involved. She is appreciated for her genuine caring and ability to find unique solutions for our clients.

Vicki has a B.A. in Speech Communication from the University of Arkansas at Little Rock. Her minor is in Industrial/Organizational Psychology. This background serves her well since she is responsible for educating/communicating with employees and helping them understand the complexities of their benefit package.

Vicki enjoys spending time outdoors with her husband Bart and son Jude. She currently serves as the 1st vice president of fundraising for the eStem Elementary PTA.

Email: GlendaG@lcgar.com

Email: lesliek@lcgar.com

Leslie is very active in her community. She holds the position of Vice President for the Maumelle Soccer Club Board of Directors; head coaches an under 6 year old soccer team and is the team manager for both of her son’s teams. If she is not at work you can most likely find her at the soccer fields.

Email: cynthiac@lcgar.com

Cynthia is Account Manager of the Northwest Arkansas division of Legacy Capital Group.  Cynthia believes that educating and serving the client are paramount.  Communication is vital for Cynthia with clients and she is proactive in serving the needs of all clients.

Prior to joining Legacy Capital Group, Cynthia was a dedicated Long Term Care Marketing Representative for Arkansas BlueCross BlueShield.  She is a licensed Arkansas Life and Health Agent with  a Certification in Long Term Care designation, Certified Senior Advisor designation and is a Professional, in the Academy of Healthcare Management (AR Ins. License # 279272).  Her ten years of Health Insurance experience include Marketing, Appeals and Complaints, Claims and Customer Service.
 
Cynthia graduated with a BSBA, Marketing degree from the University of Arkansas in Fayetteville, AR.  She and her husband, Mark, have two children, Nicholas and Lauren.  They stay busy with soccer, basketball, softball and cheer.  In Cynthia’s spare time, she enjoys cooking, working in her yard and being with loved ones and friends.
 

Email: caseyp@lcgar.com