Our Mission Statement

Legacy Wealth Management is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. Your interests always come first as we strive to understand your financial situation and provide you with only the highest quality information, products and services.

Jason Van Valkenburg AIF, PPC, CES

Jason is the co-founder of Legacy Wealth Management. As an Investment Advisor Representative, Jason wanted to create a unique, one-of-a-kind client experience— one that would bridge the gap of communication between wealth managers, tax advisors, and estate/business succession planners. Jason focuses on many areas of personal/business wealth management and specializes in estate planning and business succession strategies. As an owner of multiple companies, Jason uses his substantial business knowledge to help Legacy Wealth Management clients navigate the ever-changing landscape of both personal and business finance.

Jason received his bachelor’s and master’s degrees from Northeastern State University and has completed the designations of Certified Estate and Trust Specialist, Accredited Investment Fiduciary and Professional Plan Consultant.

David C. Paulson CTS

David owns DP Financial & Tax Inc., Financial Builders LLC, and is an Investment Advisor Representative. In addition to being an accountant, David has 22 years of business consulting experience. He and his team have been providing families and businesses across the U.S. the tools and expertise they need to succeed.

His accounting and wealth management knowledge allow Legacy Wealth Management clients the unique opportunity to work with a strategic tax planner and an portfolio manager. He has developed a process that helps clients analyze risk, attain goals, accumulate wealth, build businesses, avoid tax, and assure transfer of estates according to their personal needs.

He received his degree in accounting from Oral Roberts University in 1990 and is on the board at Harvest House Ministries that helps the under-served in Tulsa.

Aaron J. Pepin

Aaron, a Partner at Legacy Wealth Management, has been providing financial advice and investment management services to individuals and companies for more than 12 years; and has been in the financial services industry for over 15 years. He has a broad understanding of the financial world and has provided trusted financial advice to thousands of individuals. One of Aaron’s highest priorities is to provide honest, transparent and knowledgeable counsel to his clients so that they can make the best decisions with their money. He believes that financial stewardship has the power to change a person’s entire experience of life.

Aaron received his bachelor’s degree in Business Finance from Oral Roberts University in 2002. He worked for BOK Financial Securities, Inc. from 2003-2018 prior to joining Legacy Wealth Management.