About Our Firm

Legacy Wealth Management

Legacy Wealth Management’s mission is to help you build a better legacy. Our primary area of expertise is wealth management.

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Jay Sharifi

Founder and Investment Advisor

For over 17 years, Jay has helped families in Richmond and across the Tidewater region and Northern Virginia develop comprehensive, creative retirement income strategies using investment and insurance products and services. His goal is to create financial strategies for clients’ lifetimes that capitalize on their unique opportunities while working around challenges.

Long a believer that ongoing education leads to improved performance, Jay applies advanced techniques gained while earning his Georgetown University Financial Planning certificate. His method is first to uncover and clarify specific goals. Then, he designs a custom strategy to help pursue them. He assists in implementing and overseeing that strategy, monitoring performance and adjusting it when needed. His holistic planning strategy has helped set him apart in his line of work.

A resident of Arlington, Virginia, Jay is also an active member of the communities in which he lives and works. For seven years, he has been an advocate of Cole’s Closet, a nonprofit organization assisting families with children who suffer from critical, chronic or terminal diseases. He is also a supporter of Medical Missionaries, a Manassas-based volunteer group of more than 200 doctors, nurses, dentists and other medical professionals improving the health conditions of people living in poverty in the U.S. and abroad. Jay enjoys traveling and has also been on multiple church-directed missionary trips to different countries around the world.

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Mansoor “Mike” Sharifi

Paraplanner

Known for his attention to detail, Mike displays that quality every day when preparing reports for clients who are going through the process of taking Jay on to be their advisor. Mike holds his health, life and annuities licenses in Virginia and lives in Arlington.

The youngest of three brothers, Mike enjoys an active lifestyle away from the office, including working out at the gym, playing basketball and exploring the countryside on long drives. His interests are travel, sports and cooking.

Mike received his Bachelor of Science in marketing from Penn State University and is dedicated to growing success — for clients and himself — within the financial services industry.

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Kaycee N. Sirstins

Team Leader

In her role as a team leader, Kaycee does a little bit of everything around the office. She spearheads planning of the firm’s client events, manages its compliance wing and optimizes workflow processes — simply put, Kaycee lends a hand wherever needed. She holds life, health and annuities licenses in Virginia.

Kaycee received her bachelor’s degree in social work from Brigham Young University-Idaho and then entered a career in early childhood education as a preschool teacher. When she felt she couldn’t grow professionally in her position anymore, she went looking for a new direction. She discovered the foundation of the financial field had similarities to the education field: helping others prepare for their futures. She joined Legacy Wealth Management in 2017.

Away from the office, Kaycee can often be found crafting home décor, sewing, reading and spending time with her husband and their many nieces and nephews. She grew up in the Washington, D.C., area with five siblings and now lives with her husband, David, and son, Levi, in Warrenton, Virginia. The couple met through his sister, who is also Kaycee’s best friend.

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Kim Park

Client Specialist

Kim started at Legacy Wealth Management in May 2019 as a Client Specialist Assistant. Her background is in education and arts/entertainment. Prior to working at Legacy Wealth Management, she worked for a performing arts association in Washington, DC. – their focus was on tackling issues, exploring solutions and implementing change to create opportunities for their membership. For twelve years, Kim worked in special education where she assisted the school administration with creating a highly structured learning environment where student of all abilities succeeded socially, emotionally and educationally. Before moving to Virginia, she worked in marketing and promotions at various record labels in New York City. Kim is passionate about politics and social justice.

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Grace James

Relationship Coordinator

Grace brings a passion for people, communication and creativity to Legacy Wealth Management.

Grace joined the firm in 2020 after previously working as a marketing assistant and member relations coordinator for a country club in northern Virginia. Her duties at Legacy Wealth Management include greeting guests at the front desk and assisting with the firm’s marketing endeavors.

Grace earned her bachelor’s degree in media arts and design, with a concentration in journalism, from James Madison University in May 2019. She is especially proficient in the areas of graphic design, writing and digital communications.

A native of Chesapeake, Virginia, Grace now lives in Fairfax. In her free time, she enjoys watching Netflix, trying new restaurants, working on do-it-yourself projects, going on picnics and spending time outdoors with friends.

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Courtney Craig

Client Services Assistant

Courtney joined the Legacy Wealth Management team in 2021, the same year she got married, moved to Northern Virginia and joined the financial services industry.

Born and raised in Port Sulphur, Louisiana, Courtney attended Southeastern Louisiana University, where she earned a bachelor’s degree in accounting. She worked as a tax staff accountant until May 2021, when she moved to Manassas, Virginia, alongside her husband, Aaron.

Away from the office, Courtney enjoys dining at different restaurants and watching her favorite TV shows.

Schedule a Meeting

To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at info@lwealthmanagement.com or call us at 877-650-4738 today!