Asher is a Co-Owner of Kingsbury Capital Investment Advisors and serves as Managing Member focusing on marketing, recruiting and business development.
Prior to founding Kingsbury, Asher served greater than 20 years in the wealth management field as a leader and as a financial advisor. He has led large financial service teams on a regional and national level. He majored in Economics and History at Yeshiva University. He holds Series 7, 24, 63 and 65 licenses.
Asher currently lives in the Chicago Metropolitan Area with his children and is active in a variety of philanthropic and community organizations.
Bill Vellon is a Co-Owner of Kingsbury Capital Investment Advisors and serves as its Chief Compliance Officer focusing on oversight of the firm's advisors and clients.
Bill began his career with Oppenheimer & Company in 1990 and worked at a number of investment banking firms prior to establishing Kingsbury. He graduated from Loyola University of Chicago with a degree in Economics. He holds Series 7, 24, 63, and 65 licenses along with Life, Health & Variable Annuity licenses.
Bill lives in the Chicago Metropolitan area with his wife and two kids and enjoys cycling.
Dan Finnerty serves as Director of Operations for Kingsbury Capital Investment Advisors. Dan is responsible for the day to day operations of the firm and developing business strategies to help the firm grow.
Dan began his career working in the back office of a financial services firm in Chicago. He joined Kingsbury Capital in 2012 as an operational specialist before working his way into a leadership role. He holds Series 7, 24, 28, 63 and 65 licenses.
Dan attended The University of Tulsa where he earned his degree in Finance. Dan currently lives in the Charlotte Metropolitan Area with his wife and two daughters.
Michael joined Kingsbury Capital in 2017. He has been in the Financial Services industry since 1999 and spent 10 years as a Financial Advisor at Morgan Stanley Smith Barney.
Michael’s practice provides personalized portfolio management and comprehensive planning for Individuals, Families, Associations, Societies and Company Retirement Plans. His extensive experience includes work with Annuities, Estate Planning, IRAs (Inherited, Rollover, Roth, Traditional), Life Insurance, Trusts, 401(k), 403(b), Profit Sharing, SIMPLE IRAs and SEP IRAs.
Michael is a 1998 graduate of The University of Dayton (OH) and he holds Series 7 and 66 licenses along with Life, Health & Variable Annuity licenses. Michael currently resides in Chicago.
David has been a Financial Services professional for over 20 years and with Kingsbury since 2018. He has a passion for connecting with clients to determine financial solutions that meet their needs. David’s practice revolves around working with entrepreneurs and small business owners to establish their own retirement plans, often referred to as a Solo K.
David, along with his wife and dog, live in Chicago and enjoy their free time hiking through the forest preserves. He is an accomplished guitar player and plays in a three-piece band around Chicago for fun. He shares a favorite pastime with his wife for sailing and racing sailboats on Lake Michigan.
Mac McAdams started his career in Financial Services at Merrill Lynch and while there served as Resident Director of one of their offices in Central Florida. After leaving Merrill, Mac worked for Morgan Stanley in their Orlando, Florida office. In 2010 Mac and his partner left Morgan Stanley to found Legacy Capital Wealth Advisors and presently serves as their chief investment officer.
Mac is a graduate of Florida Southern College with degrees in finance and marketing and he holds Series 7 and 66 licenses along with Life, Health & Variable Annuity licenses. Mac currently resides in Central Florida.
Elisabeth Sockalosky-Davis was born and raised in Central Florida and entered the Financial Services industry in 1989. Elisabeth graduated from Polk State College with a degree in Financial Services. In addition, she successfully completed the Financial Planning Certificate Program at UCF. After working for wirehouses, Elisabeth left with her partner to find Legacy Capital Wealth Advisors. Elisabeth holds Series 7 and 66 Licenses along with Life, Health & Variable Annuity licenses.
Elisabeth lives in Central Florida and is married to Jim Davis, a retired Deputy Chief of the Winter Haven Fire Department, they enjoy spending time with their daughter Charlie Anne.
Amanda began her career in Financial Services in 2010 and joined Legacy Capital Wealth Advisors in 2018. She holds her Series 7 and 66 licenses, Financial Paraplanner Qualified Professional™ designation, and Life, Health & Variable Annuities licenses.
Amanda is an accomplished piano player, avid reader, and she enjoys many creative outlets. Amanda lives in Central Florida with her family which she considers to be her greatest treasure.
David joined Kingsbury Capital in 2017. He is a graduate of University of Illinois with a degree in Finance. He holds Series 7 and 66 licenses along with Life, Health & Variable Annuity licenses. David and his wife currently reside in the Chicago Metropolitan Area.
Justin joined Kingsbury Capital in 2015 and has been in the Financial Services industry in 2003. Before joining Kingsbury, he worked for NYLife Securities. He holds Series 7 and 66 licenses along with Life, Health & Variable Annuity licenses. Justin along with his wife and 2 daughters live in Chicago.