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Our History

Our Female Pioneers

Our Female Pioneers

Great things happen when women join forces. 

Markita McGill (left) prepared the soil, devised the strategy, and helped Legacy advisors realize that together, they could do more.

Heather Gantt (Right) planted the seeds. She cared for the seedlings until they took root growing the first African American Top Producing Advisor Team at Avantax. 

Together, Markita and Heather ensured that Legacy Advisors had adequate fertilizer to grow. 

A farmer's feet are the best fertilizer for the soil.  Daily, Kim Bourne (middle), our first Lead Advisor, walks the grounds, ensures that our soil remains fertile and that our Legacy continues to thrive.

Together, these three female pioneers enjoy a pre-launch celebration at the African American Museum of History and Culture in our Nation's Capital in 2019.

Years in the Making

Years in the Making

The Legacy Team of Advisors have been with Avantax formerly HD Vest for decades. They gradually came to the realization that that they are stronger together.

Who Was With Us From Day One

Kipp Cormier

Kipp Cormier

Provided the Training We Needed to Launch

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Allyson Jarecky

Allyson Jarecky

Presented at our First Webinar for our Signature Program- Legacy Ladder

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Michael Kobs

Michael Kobs

Helped Us Navigate the First  Avantax African American Advisor Top Producing Team

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Destrian Wells

Destrian Wells

Coached us on How to Leave a Firm Legacy

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Why We Will Always Be Relevant 

Why We Will Always Be Relevant 

We take each step with purpose.

<h2>Kevin Hutt, CPA,&#160;CFP&#174;, MBA</h2>

Kevin Hutt, CPA, CFP®, MBA

Top Producer for Legacy Financial

Advisors Group 2021   

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<h2>&#160;Kim Bourne, CPA, CFP&#174;, EA, CES</h2>

 Kim Bourne, CPA, CFP®, EA, CES

Lead Advisor

 2018-2022

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