Your Success Is Our Success
The Legacy Network is comprised of nationwide world-class expert advisors:
Industry Specific Merger and Acquisition Advisors
Deal and Tax Mitigation CPAs
Merger & Acquisition Attorneys
Estate Planning Attorneys
Management Buy Out / ESOP Specialists
Family Succession Advisors
Chris Vanderzyden, CPA, CVGA, CEPA is a founding principal of Legacy Partners, LLP.
Chris Vanderzyden, CPA, CVGA, CEPA is a founding principal of Legacy Partners, LLP an exit planning advisory firm that guides privately held business owners in the creation and execution of their exit strategy resulting in the harvesting and preservation of wealth.
Her career began as a CPA with PricewaterhouseCoopers, then as an asset manager with Northwest Asset Management in Los Angeles. Following her positions in the corporate world, she has consulted for privately held business owners in driving business value for over two decades.
In addition, she speaks internationally on the topic of exit planning, is an expert contributor for media outlets, and is a guest lecturer for Harvard University’s Strategic Management Entrepreneurship & Innovation graduate course.
Jonathan Kim, JD, MBA is the principal and founding partner of Jonathan B. Kim, P.A.
Jonathan Kim, JD, MBA is a provider of legal and advisory services on complex corporate, regulatory & compliance, governance and alternative dispute resolution matters. As Lead Counsel on strategic corporate matters, including M&A transactions, he helps to minimize outside legal costs by identifying suitable Co-Counsel to handle all legal and deal-making services, retaining Co-Counsel on behalf of such clients and overseeing the work of Co-Counsel during the course of their representations. His state and federal bar admissions include CT, DC, FL, GA, MA, NY, the EDNY and SDNY.
Jonathan holds a BA from Brown University, an MBA from the Yale School of Management and a JD from Georgetown University Law Center.
Jeff Carey, CFBS is a partner at Commonwealth Financial Group.
Jeff Carey, CFBS is a partner at Commonwealth Financial Group, a comprehensive wealth management firm that specialize in the full integration of personal, business, and estate planning with a focus upon tax mitigation strategies for companies, institutions, families, and privately held business owners. In addition to his CFBS designation he holds a Life Accident and Health license, as well as a Series 7 and 66 securities registration.
He is a graduate of the University of Massachusetts Dartmouth.
Michael Heberlein, CFP, ChSNC is a partner at Commonwealth Financial Group.
Michael Heberlein, CFP, ChSNC is a partner at Commonwealth Financial Group, with a primary focus in assisting clients by integrating all facets of their financial life; including retirement planning, investment strategies, risk management, estate planning and tax mitigation. Michael has also dedicated a portion of his practice to working with families who have a loved one with a special need.
He is a graduate from the University of Massachusetts – Amherst.
John Turgeon, CPA is a partner with Turgeon & Associates
John Turgeon, CPA is a specialist in all accounting and tax issues that impact privately held business owners as they grow their business and ultimately transition out through the exit planning process. He has additional expertise in the implementation of technology in business, planning and qualifying tax- exempt reorganizations of family businesses, succession planning, and estate planning.
His career began with KPMG Peat Marwick. He was a partner of Aubrey, Dixon & Turgeon LLC and is the founder of Turgeon & Associates, LLC. He is a member of the AICPA.
Susan McCoy, Esq. is a partner with Cooley Shrair and manages our estate planning department.
Susan McCoy, Esq. is a partner with Cooley Shrair and manages our estate planning department. She provides a broad spectrum of estate and trust planning services.
She is a graduate of the University of Massachusetts at Amherst and the Western New England College School of Law.
Tom Rogerson, is a founding partner of GenLeg Co.
Tom Rogerson, founding principal of GenLeg Co., is a recognized leader and pioneer in family governance and legacy planning.
After almost four decades on the fiduciary side at institutions such as BNY Mellon, Coopers and Lybrand, and Wilmington Trust, Tom teamed up with his wife, Cathy, a certified relationship coach, and started GenLeg Co., Inc. Together they provide guidance and education to families and their advisors, helping them transition significant capital, from one generation to the next.
Cathy Rogerson, is a founding partner of GenLeg Co.
Cathy Rogerson is a certified Relationship Coach and founding principal of GenLeg Co., Inc.
She and her husband Tom provide guidance and education to families and their advisors, helping them transition significant capital, both financial and relational, from one generation to the next.
Jaye Wahl, Director of Operations
Jaye Wahl is responsible for communications and marketing support and is dedicated to providing our clients with exceptional service.
Her experience includes supporting executives at Marriott International, Association Management Center and National Van Lines. She holds a BA in business administration and marketing management from Western Governors University.
Boston – 617.314.9606
Sarasota – 941.260.8620
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