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.

Jay Sharifi

Jay Sharifi

Founder, President, and Investment Advisor

Jay Sharifi, author and founder of Legacy Wealth Management, has helped families achieve financial peace of mind for over 20 years. He is the author of Building a Better Legacy & Faith and Income Planning; educational books focused on empowering individuals on how they can make their financial goals a reality. His expertise has been featured in major media outlets including MSN, CBS News, Yahoo Finance, and local stations like WUSA9 News, and Great Day Washington. Jay focuses on safeguarding income and prioritizing asset protection, while strategically pursuing market growth and addressing financial complexities.

Jay Sharifi earned his Financial Planning certification at Georgetown University and his Masters of Business Administration (MBA) at DeVry University. He currently resides in Arlington, Virginia and enjoys spending time with family and supporting local charities such as Cole’s Closet.

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Kaycee N. Sirstins

Director of Operations

Kaycee N. Sirstins

Director of Operations

In her role as Director of Operations, Kaycee creates processes for the team to help achieve firm goals, assisting with hiring and training new team members, and working with the team to create the best experience for the families we work with. 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 sons, Levi and Cap, in Warrenton, Virginia.

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Eian Lomash, CRPC®

Financial Advisor

Eian Lomash, CRPC®

Financial Advisor

While growing up, Eian saw a spectrum of different retirement lifestyles and outcomes within his own family. This inspired him to pursue a career in service, helping families with their financial goals. As a financial advisor at Legacy Wealth Management, Eian works with clients to navigate and simplify the complex financial landscapes that can be encountered in retirement planning.

Eian graduated from Towson University with a bachelor’s degree in business administration. He holds life, health, annuity, property and casualty insurance licenses and has passed the Series 7, 31, 63 and 65 securities exams. He also holds the Chartered Retirement Planning Counselor (CRPC®) designation.

Eian lives in Bluemont, Virginia, with his wife, Elana. When he’s not at the office, he enjoys exploring the great outdoors, whether tending to his garden or hiking the local trails.

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Birds Horton, CRPC®

Certified Financial Fiduciary®

Financial Advisor

As a Wealth Advisor with over 25 years of experience, Birds has had the privilege of working closely with families from all walks of life. His core philosophy centers on the principle of doing well by doing good, a belief that is reflected in the strong relationships he has built with the families he serves. This requires living a life guided by five core values: Friendship, Kindness, Health, Integrity, and Passion.

Professionally, he holds the Certified Financial Fiduciary® designation and the Chartered Retirement Planning Counselor℠ (CRPC®) designation from the College of Financial Planning. He has also fulfilled the licensing requirements for the Series 7, 8, 24, 31, 63, and 65 examinations.

As a recent empty nester, he and Lizzy, his wife of 28 years, are enjoying the pace and culture of their new home in McLean after spending the last 10 years in the quiet oasis of Lake Oconee, Georgia. Meanwhile their daughter, Petey, is a recent grad of Wake Forest University. She is currently living her best life as an expat, pursuing her Master’s Degree in Madrid, Spain.

Outside of his professional life, he is an overly enthusiastic supporter of his alma mater, The University of Tennessee in Knoxville – Go Big Orange! On weekends, you might find him hosting trivia nights or game shows in the community, sharing stories at TheMoth.org, or enjoying time boating on the Potomac with friends and family. So much gratitude, so little time.

One of his favorite quotes, by Mark Twain, resonates deeply with him: “The two most important days in your life are the day you are born and the day you find out why."

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Ashley Poling

Front Office Assistant

Ashley Poling

Front Office Assistant

Ashley’s career in finance began when she was just 19 years old, and since then, she has found joy in meeting and getting to know clients. With her genuine care for clients and dedication to building meaningful relationships, Ashley is passionate about making a positive impact in the financial services industry.

Before joining the Legacy team, Ashley worked as a relationship banker, developing essential communication, organization and client relations skills. Her educational background includes associates degrees in general arts and in business management. Ashley’s approachable and personable nature helps her build lasting relationships with clients and makes them feel comfortable from the moment they walk through the door.

Deeply rooted in her community, Ashley draws strength and inspiration from her close-knit family, including her loving parents and sister. She also shares her home with her beloved dogs, Hoit, Mike and Kimber. Outside the office, Ashley enjoys staying active and healthy, a passion she discovered during high school when she started working out. Cooking became another creative outlet, and she loves experimenting in the kitchen.

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Zara Sharifi

Zara Sharifi

Relationship Coordinator

Zara Sharifi

Relationship Coordinator

Zara's background in property management taught her the importance of building meaningful client relationships and making a positive impact. This made the transition to her marketing position an easy decision, as she loves meeting new people, nurturing relationships, and contributing to the success of the team.


Zara graduated from Colorado State University with a bachelor's degree in Sociology, concentrating on Criminal Justice. Prior to joining our team, she developed industry skills as a Sales and Marketing Associate at Bozzuto and as a Leasing Professional at Greystar.


Outside the office, Zara enjoys spending free time with family, friends and a cat named Kitty. She also loves traveling and shopping. Born and raised in Ashburn, Virginia, Zara recently returned to the Arlington area after completing a chapter in Colorado-and we couldn't be more excited to have her here!

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Hayleen Medina

Relationship Coordinator

Hayleen Medina

Relationship Coordinator

Hayleen has quickly become a solid part of our marketing team, and every day, she shows her passion for communicating our firm’s mission to help hardworking families.

Hayleen earned her degree in marketing management from Virginia Tech in 2021. She’s previously worked as a marketing manager at NASA’s Goddard Space Flight Center and as a senior account coordinator at Venveo, a digital marketing agency.

Fluent in both Spanish and English, Hayleen cherishes her Honduran heritage and looks forward to traveling and learning about new cultures. She also spends her free time playing video games, reading or relaxing with her playful cat, Hermes.

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Ron Bolte

Financial Planning Associate

Ron Bolte

Financial Planning Associate

Ron strives to better the life of each client he works with through financial management and stewardship. A believer in “saving until it hurts,” he helps families in and near retirement use their various assets to support the lifestyle they desire.

Ron earned a bachelor’s degree from the University of Maryland. His love of the capital markets motivated him to enter financial services. He passed the Series 7, 55, 63 and 65 securities exams, as well as the Securities Industry Essentials® exam. Ron helps ready reports, prepare for client visits and assist with other client needs.

Ron lives in Fairfax, Virginia. He enjoys playing tennis, listening to podcasts and reading.

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Jalen Christian

Client Transfer Specialist

Albert Valencia

Client Transfer Specialist

As a college football player, Jalen would hear stories of athletes going bankrupt and was moved to make a difference by helping career athletes make better financial decisions. Today he continues his strong “team player” work ethic at Legacy Wealth Management.

Jalen earned his degree in kinesiology from William & Mary in December 2019. He then worked as a financial service representative and currently holds insurance licenses in life and health, as well as a Securities Industry Essentials license (SIE) for prospective securities industry professionals.

When Jalen is not at the office, he enjoys spending quality time with his family, including his two children, Kayden and Amir. A sports enthusiast, Jalen loves attending football games, traveling, discovering new restaurants and hitting the gym.

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Steven-Davis

Steven Davis

Client Transfer Specialist

Steven Davis

Client Transfer Specialist

Steven entered the financial industry to help people better manage their finances. At Legacy Wealth Management, he helps clients do just that by ensuring a smooth transfer of assets.

Before joining Legacy Wealth Management, Steven worked in banking. His career path was inspired by his father, who worked at the Federal Reserve for 20 years. He holds a Bachelor of Science in business administration from Old Dominion University, as well as life and health insurance licenses in Virginia.

Steven lives in Alexandria, Virginia. In his free time, he enjoys playing video games, working out and playing basketball.

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Albert Valencia

Client Transfer Specialist

Albert Valencia

Client Transfer Specialist

Bio coming soon...

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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!