Grace started at Northwestern Mutual in June 2019 & joined the Legacy Financial Team in 2021. She is originally from Hingham, MA, and graduated Magna Cum Laude from St. Lawrence University with a degree in Mathematics and honors in Economics. She holds her FINRA Series 7 & 63 licenses and Life, Accident & Health Insurance licenses. She also received her Wealth Management Certified Professional® designation from the American College of Financial Services. In her free time, she enjoys yoga, hiking, and spending time with friends and family.

Morgan has been with Northwestern Mutual since 2015 and holds her Life Accident and Health Insurance license. She is originally from Concord NH, and graduated from Plymouth State University with a degree in Marketing and minor in Professional Communications. As the Director of Client Experience, Morgan is here to ensure your needs are met and you feel a part of the Legacy Financial family. She has a strong background in philanthropy and really enjoys helping others and building up the community. Outside of work, she likes to spend time with her friends and family and hike with her dog Reese.

Brittany joined Northwestern Mutual in December 2021 as Director of New Business. She graduated from University of Massachusetts Lowell with a major in Psychology and a minor in Disability Studies. She also has her masters in School Counseling from Salem State University. Prior to joining Northwestern Mutual, she worked in special education for 10 years. In her spare time, Brittany enjoys reading, baking, and hiking with her dog, Ralph.

Emerson started at Northwestern Mutual in June of 2024 and joined the Legacy Financial Team shortly after. She is originally from Haverhill, MA. She graduated from Southern Methodist University in 2024 with degrees in Finance and Spanish. She holds her Life, Accident & Health Insurance licenses. In her free time, she enjoys cooking, reading, and spending time with family and friends.

A native of Boston, Angela has more than 25 years of experience within the Boston Business community. Angela is a strategic & collaborative thought leader generating growth, engaging audiences, and innovating brands. She has an accomplished track record of managing high-level projects, transforming the client landscape, creating meaningful relationships, and leading teams through aggressive goals. Giving back is part of Angela’s DNA. She spent 16 years on the executive board with the March of Dimes and is currently involved with Alex’s Lemonade Stand and The Dana Farber Jimmy Fund. Outside of her day-to-day work life, Angela is always active with her husband John, their 4 children (Amanda, Kristina, Johnny & Michael) & her 2 furry kids, Brody & Sophie.

Charlie Cohen joined Legacy Financial Group as a financial representative assistant in the summer of 2024 as a rising junior at the University of Miami.

He brings with him, along with exceptional leadership and communication skills, a strong work ethic – having taken up posts selling season tickets for the UMiami football team, caddying, and serving as a substitute teacher. Charlie is known among his peers for his entrepreneurial spirit, knack for building relationships, and love of all things golf and fitness.

On a personal level, Charlie resides in Canton, MA, but spends much of his time in the sunshine of Coral Gables, FL.

Chris joined Omni in 2018 and brings with him considerable experience including a track record of strong client relationships, innovative, client-driven investment solutions, and successful new business growth over his more than thirty years in Boston’s investment community. He has the depth and breadth of knowledge to design, implement and manage customized, multi-manager, multi-asset investment solutions on behalf of discerning clients. Chris is a CFA® charter holder and member of the CFA Society Boston where he serves as a mentor to younger members and is actively involved in the society’s financial literacy program. He earned his undergraduate degree from Marquette University and his MBA from Boston University. Chris also holds his MA Life, Accident & Health insurance licenses as well as Series 7, 24, and 63 securities registrations.