Our People

As the managing director and co-founder of Legacy Private Client Services, I serve as a catalyst and the firm's chief strategist to provide decades of insight and wisdom to help optimize multi-generational wealth planning. My father launched our firm into national prominence, and we have quietly risen to the top of our profession as quantified by our peers and industry standards; as evidenced by our listing in the 2021 FORBES Top 250 Financial Security Professionals in the U.S.^* and as a member of the distinguished MDRT^** Top of the Table for the eighth year.

Working with my father for nearly two decades, we designed complex planning and financial strategies for wealthy families and entrepreneurs. In addition, we have spent much of our careers as thought leaders, educating professional advisors at Bar Associations, the American College of Financial Services, and at various financial and non-profit corporations throughout the U.S.

I entered the financial services profession in the 1990s and was exposed to a multi-disciplinary forum for professional development from the NYU Institute of Family Wealth, where we studied private trust companies and planning-based family offices. The forum demonstrated the interesting perspective of utilizing integrated technical planning with philosophy and psychology - i.e., presentations that paired a tax attorney and a wealth psychologist.

Ultimately, my goal is to help inspire and challenge clients to pursue transformational outcomes in their planning journey while addressing the core fundamental services with excellence.

Personally, I enjoy spending time with my wife, Jodi, and my adult children, Megan and Nate. My passion for impact includes giving back, and I am blessed to have a family that has been active in local, regional, and global organizations - including global missions, rescue missions, childhood bereavement initiatives, Special Olympics, etc. In addition, it has been my privilege to serve on several non-profit boards, most recently as the Leadership Board Chair at Asbury Church.

I hold a Psychology degree from the University of North Carolin at Chapel Hill and was a member of the wrestling team. More recently, as a family and individually, we have participated in several Ironman triathlon events and half marathons.

*For additional details about the recognition, click here. Please note, the independent research firm considered in its ranking a variety of financial products and services which not all ranked Financial Security Professionals (FSPs) may be licensed to offer. Only those products and services FSPs are licensed to offer were considered in determining any individual FSP's rank. Click here for the full methodology.

**The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

With more than 19 years of experience in the insurance and financial services industry, Adam works closely with his clients, providing solutions for asset protection, estate conservation, business continuation, retirement planning, and financial planning concerns.

After serving in the United States Marine Corps, Adam began his career in the insurance and financial services industry in 2001 at an international bank where he attained a number of awards for high levels of production. In 2010 Adam joined New York Life as an Agent, and in 2011 he became a partner at New York Life.  In 2014 he decided to move back to working more closely with clients and became an Agent with New York Life again and a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser.

As an Investment Adviser Representative with Eagle Strategies LLC, Adam can provide access to investment management programs and fee-based financial planning.  In addition, he has completed the extensive studies necessary to earn the Life Underwriter Training Council Fellow^SM (LUTCF^®) and Financial Services Certified Professional^® (FSCP^®).

Adam is a member of the Million Dollar Round Table (MDRT^®) Court of the Table. MDRT^® is recognized globally as the standard of excellence in life insurance sales performance.

Adam grew up in Alabama and is an avid supporter of Auburn University. He enjoys spending time with his beautiful wife Laura, their daughter, and grandson. If Adam is not with his family or serving his community, you may find him on the open roads on his Harley Davidson motorcycle or in the sky above.

With more than 11 years of experience in the insurance and financial services industry, Erick works closely with his clients to help them with their asset protection and accumulation needs.

Erick is a member of the Million Dollar Round Table (MDRT®) Court of the Table.  MDRT® is recognized globally as the standard of excellence in life insurance sales performance and the financial services industry.  Erick provides a range of consultative services and technical case design services to support his clients by presenting estate, business, charitable, insurance, and retirement strategies.

Erick began his career in the insurance and financial services industry in 2008 in Long Island, New York.  In 2010 he moved his practice to Cary to escape the cold winters and to be closer to his family.  He is a second-generation insurance and financial services provider. As a Financial Advisor with Eagle Strategies LLC, Erick can provide access to investment management programs and foundational financial planning.

Erick helped Big Brothers Big Sisters© of the Triangle (BBBST) start their planned giving program working with donors to realize and execute their planned gifts.  Erick also became a big brother to a little in Raleigh and worked with him for over a year.  BBBST works with “bigs” and “littles” to ignite the potential within every child and advocates for them to explore the endless possibilities of what they can accomplish.  Erick also worked with Comfort Zone Camp (CZC) in Raleigh, helping them plan their annual golf outing. CZC offers free grief resources, resilience training, and ongoing support to children who have suffered the loss of a parent, sibling, or primary caregiver.

Erick was born in Long Island, New York, attended high school in East Hampton, and went to college in New Haven, Connecticut.  He enjoys spending time with his partner, Alicia, and their two cats and one dog.  If Erick is not in the office or with his family, you may find him on the golf course or out for a run in the neighborhood.

Jessica recently joined the staff of Legacy Private Client Services as our Director of Analytics. With more than a decade of experience in the financial services industry, Jessica works closely with high-net-worth families to help them uncover their goals and confidently achieve them by facilitating financial research and customized estate and retirement plans. Her goal is to inspire others to optimize the use and distribution of their total wealth according to their personal values. She believes that having a passionate purpose behind the plan is the key to making it something a client is invested in and willing to work for.

Prior to joining Legacypcs, Jessica worked at a highly distinguished advisory firm serving high-net-worth clients through financial planning and her administrative expertise. In addition to being a Certified Financial Planner ^TM, she holds the Certified Trust and Fiduciary Advisory (CTFA) designation. Jessica is also pursuing additional licenses and education to enhance her professional credentials.

She is a Financial Planning Association (FPA) member and actively participates in the Women’s Initiative in the Triangle Chapter. Supporting women in finance is very important to Jessica. In addition, she volunteers with Invest in Girls mentoring high school girls.

Jessica grew up in Frederick, Maryland, and attended McDaniel College, where she played soccer and earned a degree in Business Administration. Jessica relocated to North Carolina in 2014 and lives in Raleigh with her husband Rick and two young children, Banks and Gemma. When she’s not spending time with them, you’ll find her running on the Raleigh greenways or enjoying a cup of coffee from a local shop.

Kathleen leads our platinum client service team, with a focus on concierge experiences for our clients and their families. As Todd’s executive assistant, Kathleen manages his schedule and serves as his client coordinator

She also oversees the daily administrative and operational functions of Legacypcs, working closely with Todd to establish policies and procedures that promote company culture and vision. Her focus is to remove obstacles and build paths to success for the advisors at Legacypcs and the clients we serve.

Kathleen has an Associate's Degree in Paralegal Technology from Johnston Community College and a North Carolina Life and Health Insurance License.

Before joining Legacy Private Client Services, she worked in the settlement services and title insurance industry for over 17 years in Las Vegas, Nevada. Kathleen brings her unique skill set that was honed while working in the settlement services and title insurance industry as an Escrow Officer, Branch Manager, and Escrow Operations Manager.

Kathleen enjoys doing Pilates, spending time with her family and friends, reading a great book, and escaping to the beach whenever possible.

Kirstie works with Erick Barone in our Cary Office as a client coordinator. Kirstie carries out administrative manager tasks for the Cary office, prepares documents for review and execution, sets appointments with the advisors, and provides additional support to the advisors to ensure our clients receive superior service.

Kirstie is a Licensed Service Assistant holding a North Carolina Life and Health Insurance License.

Kirstie studied at State University of NY at Plattsburg for her bachelor’s degree in English and completed her master’s degree in School Counseling at NY Institute of Technology. She has found the counseling degree is very useful in establishing strong and lasting relationships with the clients and their families.

Kirstie enjoys spending time with her two children, Isabella and Santo.

As a client coordinator, Cynthia works with Adam Persky in our New Bern office as a client coordinator. Cynthia carries out administrative manager tasks for the New Bern office, prepares documents for review and execution, sets appointments with the advisors, and provides additional support to the advisors to ensure our clients receive superior service.

Cynthia studied at Elon University and received a Bachelor’s Degree in Business Administration. Prior to joining Legacy Private Client Services, she worked several years in the higher education system as Assistant to the Dean for Career Services.

Cynthia enjoys practicing and perfecting her sailing skills, writing, and exercising in her spare time. In addition, she is a very proud mom of two grown children.

Mary serves as the Philanthropic Liaison at Legacypcs. She helps lead involvement in community projects and has been actively involved with Comfort Zone Camp for the last thirteen years. In addition, she works with the Regional Advisory Committee in creating awareness and engaging stakeholders across the community. Legacypcs is an organization that genuinely values the ability to give back to our community and encourages volunteerism to make a difference in the lives of others.

Working as a volunteer with Comfort Zone Camp has taught her just how amazing the community around her is. Meeting and getting to know the marvelous individuals and groups who donate their time and resources has been especially rewarding. She looks forward to serving on the North Carolina Regional Advisory Committee to continue making a difference in the lives of grieving children and their families.

Mary grew up in Florida but spent over 30 years in Fairfax, Virginia. She greatly enjoyed her time in the Washington DC area, enjoying the beauty and history of our nation’s capital. She relocated to Raleigh, North Carolina, 14 years ago due to her desire to be closer to her extended family.

Mary Wolkomir is the mother of three millennial children and the grandmother of four awesome grandchildren. She enjoys spending time with her large extended family, hiking, crafts, and artwork.