Our Associates

Building client relationships based on trust is a guiding principle for Tom, Partner of Legacy Wealth Management. He oversees client relationships and is involved in managing the service that we deliver to our clients. With 20 years of experience, he helps clients manage their financial affairs with their long-term goals in mind.

In 2019, Tom became a Private Wealth Financial Advisor, a program at Wells Fargo Advisors, gaining further access to the firm's resources for high net worth individuals and families. He has been a Premier Advisor from 2015-2020, a distinction held by a select group of financial advisors within Wells Fargo Advisors Financial Network as measured by competition of educational components, business production based on either of the past two years and professionalism. Additional criteria, including length of service, may also be used to determine recipients. In 2020, he was honored to be named to the Forbes Best in State Wealth Advisors list for Michigan.*  

Striving to exemplify the Buhl family name which has been an integral part of Detroit’s leadership history, Tom serves in leadership roles on multiple boards, including the Detroit Historical Society, College for Creative Studies, Detroit Zoological Society, Henry Ford Health System, Community Foundation of Southeast Michigan and Buhl Sport. Outside of his work, he enjoys spending time with his wife, Lindsey, and their four children.

^{*The Forbes Best In State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.}

As a Partner of Legacy Wealth Management, Ken knows investments as well as he knows Legacy clients’ needs and goals. It’s personal relationships that help him guide clients through every aspect of their finances and help ensure that decisions are aligned with their goals, risk tolerance and expectations.

As the great-grandson of the founder of Fruehauf Trailer Company, Ken has an entrepreneurial spirit that has influenced his career. He has been a Premier Advisor from 2011-2021, distinction held by a select group of financial advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on either of the past two years and professionalism. Additional criteria, including length of service, may also be used to determine recipients. In 2019, Ken was named to Barron's list of the Top 1,200 Advisors in the country*. Subsequently, he was named a 2020 Forbes Best-In-State Wealth Advisor for Michigan.**

Beyond his work with Legacy clients, Ken is active on many boards and supports several charities. When not working or volunteering, he enjoys spending his free time with his wife, Jenny, and their three children.

^{*The Barron's Top 1,200 Advisors rankings are based on assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances.
**The Forbes Best-in-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.}

Chris has been with Legacy Wealth Management since its inception in 1998. During that time, he has enjoyed seeing multiple generations of high net worth families meet their complex wealth management goals through the team's individualized planning and unbiased investment management. He is a Fundamental Choice Portfolio Manager, qualified to provide customized portfolio management* using active asset allocation with a goal of maximizing returns and preserving wealth.

From 2016 through 2020, Chris was recognized as a Premier Advisor, a distinction held by a select group of financial advisors within Wells Fargo Advisors as measured by completion of education components, business production based on either of the past two years and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

Chris is teamed with Legacy Wealth Management colleagues in Scottsdale, Arizona and Grosse Pointe, Michigan. While the team works collaboratively, he is highly involved in performing due diligence on the selection and management of internal and external wealth planning platform and professional manager relationships.

His career began in 1997 after he attended Purdue University, where he studied business management. He holds the 7, 63 and 65 securities registrations. Hobbies he enjoys include fishing and time outdoors; his family and his two golden retrievers are a high priority for him.

^{*The Fundamental Choice program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services. The minimum account sizze for this program is $50,000.}

As a member of Legacy Wealth Management, Nick helps the team's clients develop sound investment management strategies by focusing on each individual's unique financial environment. As a Senior Fundamental Choice Portfolio Manager with more than 18 years of experience, he provides customized portfolio management* services using active asset allocation with a goal of long-term capital appreciation. He is dedicated to helping individuals and families take into account long-term goals, risk tolerance and major shifts in financial markets.

Nick primarily works with high net worth individuals, families and endowments, providing comprehensive planning and asset and liability management encompassing both sides of the client's balance sheet. Integrity, objective advice, attention to detail and unwavering concern for the well-being of his clients are the hallmarks of his service. With his colleagues at Legacy Wealth Management, he is teamed with advisors in Scottsdale, Arizona and Grosse Pointe, Michigan.

His financial services career began as a financial advisor with Morgan Stanley. In 2008, he joined the UBS Institutional Consulting Group, where he worked for almost five years. He then moved his financial practice to Wells Fargo Advisors in Scottsdale. He looks forward to helping his clients meet their financial goals for many years to come.

Nick has a bachelor's degree in finance from the University of Arizona and holds the 7, 63 and 65 registrations. Committed to helping his community prosper, he is active wtih charitable organizations. Away from the office, he enjoys traveling, reading, weight training, cycling and playing basketball.

^{*The Fundamental Choice program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.}

As a financial services professional for more than 25 years, Angela combines in-depth experience with a dedication to a high level of client service in the Grosse Pointe, Michigan office of Legacy Wealth Management. She is familiar with the complex needs of ultra high net worth clients and strives to respond at a level that is truly extraordinary – precise, convenient and rapid. 

Angela’s responsibilities include handling daily items such as client checks, wires, journals, and retirement distributions, as well as account maintenance including beneficiary changes, address changes and new account opening.

A resident of Chesterfield, Michigan, she enjoys her time with her husband, two college-age children and the family's two dogs.

Yvette is energetic and proactive in her approach to supporting the clients of Legacy Wealth Management in the Grosse Pointe office. She brings over 25 years of experience along with her Series 7 and 63 securities registrations. A problem solver by nature, Yvette finds joy adding a personal touch when she’s ensuring clients’ administrative needs are handled quickly and accurately. Legacy Wealth Management recognizes her as being particularly attuned to the unique needs of our many ultra high net worth clients.

Yvette is a people-person who is known to find better ways for client’s achieve their goals - while always maintaining a personable attitude. She takes great satisfaction when she helps the clients win! The financial markets have always fascinated Yvette and she began working at a wealth management firm immediately after graduating high school. Yvette is always eager to learn more, which is why she obtained her degree in finance from Wayne State University. Outside of work, you might find her nose in a book or her bags packed for some travel. Above all though, family is Yvette’s true passion in life. She and her husband love to watch both their son play travel-baseball and their daughter perform dance and gymnastics. As an aunt to her niece affected by the uncurable disease Epidermolysis Bullosa, she supports the non-profit Kisses for Katie to provide support and raise awareness.

As a financial services professional with more than 10 years of industry experience, Kerri Chase combines her positive “just do it” attitude with her resilient and friendly personality. Kerri’s most recent position was a Field Manager where, in addition to supervising a team of support staff, she was responsible for reviewing accounts, training and troubleshooting while maintaining operational excellence and efficiency. Kerri’s role with the Legacy Wealth Management team is to deliver an exceptional client service experience. She has developed a reputation for her dedication to our clients, consistently going above and beyond to meet their needs and answer all their pressing questions.

Kerri joined the Legacy Wealth Management team in 2020 after working for Wells Fargo Advisors since 2012. Before entering the industry, Kerri graduated from Arizona State University WP Carey School of Business with a Bachelor of Science degree in Business Management. She currently holds her Series 7, 9, 10, and 66 securities registrations, as well as her Arizona Insurance License.

Outside the office, Kerri likes to remain active by running, hiking and taking hot yoga classes. She enjoys volunteering at a local nonprofit, Feed My Starving Children, and she also makes time to relax and unwind. Kerri loves catching a Broadway musical performance and taking trips with her family, particularly to visit big cities.