Legacy Wealth Holdings

Legacy Summit – Jackson Hole (Sept 30 – Oct 1, 2024)

Acquisitions Panel

Hosted by CMO/Director of Acquisitions Nick Burton

Erin Thomas of ErinThomasSells
Jimmy Domer of Domer Properties
Nick Long of Boomerang Investments
Andy Sallée of Sallee Capital

Finance Panel

Hosted by CIO Fadi Boumitri

Larry Kite of Southcorp Group
Dan Costantino of Achieve Capital Partners
Maria Zondervan of Blue Vikings Capital
Jason Seward of 608B Capital
Tyson Cobb of Timberview Capital

Operations Panel

Hosted by COO Matt Carlin

Shai Ades of One-Call Close Academy
Len Janson of A Boy and His Dog, LLC
Callie Loewen of The Marcato Group
Paul Larson of Larson Real Estate and Investments
Josh Dixon of Dixon Homes

Keynote: Goal Setting for Your Team with CHRO Scott Hanis

Starting in the corporate world, Scott estimates that he’s conducted over 10,000 interviews and filled over 1,000 positions in his career, including since 2019 when he started his own HR firm, Fortitude HR Solutions. Scott prides himself on creating a direct ROI for companies by putting the right people in the right positions, allowing for exponential growth to occur. Scott and his wife Laura along with their son Alexander live in Cleveland.