Legacy Summit – Hawaii (Feb 18-19, 2025)
Lifestyle Panel
Led by CMO/Director of Acquisitions Nick Burton & Director of Events Annelise Agee
Kelli Garrett of Rehab Wallet
Tyson Cobb of Timberview Capital
Bryan Manley of Property Cartwheel Group
Ashley Dixon of TakingBackMotherhood
Keynote: Island Mentality
Speaker: Mark Evans DM
Mark Evans DM is a 12X bestselling author, serial entrepreneur, and family man. The DM has been a staple in the real estate investing community ever since he started hosting events and seminars all across the United States. Nowadays, his reputation is heavily based on his ability to help other entrepreneurs automate and scale their businesses.
Keynote: Deducting Your Lifestyle
Speakers: Melanie Sikma & Byron McBroom of One Stop Tax Strategists
One Stop Tax Strategists is a company dedicated to helping their clients pay as little tax as legally possible with a big emphasis on staying out of trouble. Typically, accountants ask questions to fill out the forms to get you filed, we ask the questions on how to save you money not just to fill out the forms. One Stop Tax Strategists has a tried-and-true proven system of asking you questions that most accountants don’t bother to look for, and the average savings for clients netting over $200k is $70,000!
Keynote: Calculating Your Macros
Speaker: Bryan Beaune of BYT Fitness
Brian is a realtor, investor, and the owner/operator of Building Your Temple CrossFit in Oxford, MI. BYT offers CrossFit classes, personal training, expert nutrition coaching, and dedicated goal-setting support. He is also the author of The BYT Method: Fitness and Strength Training for Life. “The BYT Method” is more than just a fitness book; it’s a holistic approach to living a healthier and happier life. Empower yourself with the knowledge and tools to create sustainable habits that will serve you for years to come.
Keynote: Breathwork
Speaker: Alyssa Boyle
Alyssa is the Director of Operations & Membership at Legacy Wealth, where she plays a key role in supporting investors on their journey to financial success. Alyssa is dedicated to empowering others through education, strategic investing, and wealth-building opportunities. With a strong entrepreneurial spirit, she strives to make a lasting impact by helping individuals create and sustain generational wealth.
Keynote: Lifestyle Calendar
Speaker: Tim Bratz
Tim Bratz is a real estate investor and entrepreneur who founded Legacy Wealth Holdings in 2009. Starting as a commercial broker in NYC, he quickly realized the potential of ownership. In 2008, he bought and renovated his first duplex in Charleston, using personal funds and sweat equity. Reinvesting profits and leveraging private capital, he scaled his portfolio to over 4,800 rental units. Today, Tim specializes in acquiring value-add commercial properties, creating passive income, and helping others build wealth through real estate—emphasizing integrity, fairness, and transparency in every deal.