Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
Gary is president of Living Legacy Financial Group. He is responsible for the overall leadership, vision, values and management of the firm. Gary has over 26 years of experience in the financial services industry. Prior to forming...

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Kara L. DeStefano, LUTCF

VP, Finances & Marketing Registered Representative

978.907.6001

978.907.6099

Kara’s primary role is to position individual advisors and the firm favorably. She strategically develops marketing strategies and tactics that will best promote the firm among its best clients, prospects and the community at large....

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Tyler joined Living Legacy Financial Group in 2007 as a Financial Representative. He has been recognized for his outstanding achievements as a Leaders Conference Qualifier and Centurian Club Qualifier. In addition, he qualified for...

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Susan L. Gramolini

Compliance Officer & Registered Principal

978.907.6003

978.907.6099

Susan is the firm’s Compliance Officer. As a key member of the management team, Susan plays a vital role in building equity sales in a manner consistent with the regulatory and compliance standards that apply in the current regulatory...

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Paul Quebec

Managing Director

978-996-1472

978-907-6099

As the Agency’s Managing Director, Paul has multiple roles. His first role that he is responsible for is the Recruiting and Development of the Financial Representatives of the firm. This involves qualifying and hiring top individuals...

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Christopher Hayes

Financial Representative

978-907-6005

978-907-6099

Chris joined Living Legacy Financial Group in 2009 as a Financial Representative. Over the last few years he has specialized in income protection and life insurance for healthcare professionals. He has participated in educational...

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Steve Wallace

Financial Repersentative

9789076020

9789076099

Steven joined Living Legacy Financial Group in 2014 after positions with Core Benefits Group, Health Markets and MassMutual. He has been in the financial services industry since 2012, specializing in in-depth reviews of cash flow...

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As a Financial Representative with Living Legacy Financial Group, Zachary strives to make a difference in the lives of others every day. He works with his clients to develop holistic and balanced strategies to attain their financial...

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Dr Paul Medeiros has recently joined Living Legacy Financial with his main objective to help as many doctors as possible preparing for their future. He can provide valuable insight on how to transition from an active associate in a...

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Ryan Mansfield

Financial Representative

978-907-6034

978-907-6099

Ryan Mansfield – Ryan utilizes a comprehensive approach towards educating doctors with their options regarding disability income protection. He competently provides value to students, residents, associates & practice owners...

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Warren Wendt

Financial Repersentative

987-907-6018

978-907-6099

Warren has been a broker with Guardian for over 20 years. He recently joined the Living Legacy Financial Group as a Financial Representative in 2016 after a long association with them. Since entering the financial services industry in...

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