Jacobi is the Executive Administrative Assistant to Ed Barnard, CEO of Family Legacy Wealth Management, LLC and Family Legacy Group, Inc. She became part of the team recently in June 2017. Since she was young she’s had a passion for people and the communities that they’re a part of. In college, this passion translated into a degree in Sociology from the University of Wisconsin – Eau Claire.
After college she worked in hospitality but decided to change industries for new challenges and advancement in her career. She started her financial experience working as an Accounting Assistant for a local Charlotte security services company.
Jacobi grew up in Wisconsin but has lived in Charlotte since 2012 and is married to Dylan. They are excited to have just purchased their first home and are having fun caring for their new energetic puppy.
After receiving his bachelor's degree in Business Management in 1979 from Auburn University in Auburn, AL, Fred began his financial services career in 1982 with Equitable Life Insurance in Mobile, AL. where he earned Mobile District Rookie of the Year that same year.
In 1983 Fred beganworking as a Sales Manager with Kentucky Central Life Insurance, receiving further notoriety by earning the prestigious designation as a first year qualifier of the highly regarded Million Dollar Round Table, one of the most sought after awards earned in the insurance industry. As one of their top sales managers in 1985, Fred continued to be recognized for his sales and management skills , as Sales Manager, when he qualified again 1986 and 1987 for the Million Dollar Round Table .
Fred began his own Insurance practice in 1988, in Mobile, AL, where he specialized in Life and Annuity business and continued his practice until 1997.
From 2010 until February of 2017, Fred was a Regional General Agent with Midland National responsible for recruiting and retraining new general agents for the Southeastern Currid Territory. .
We are pleased to have Fred be a part of our expanding Life division at Family Legacy Group, Inc. and look forward to his direction and expertise in helping us better serve our clients.
Glenn, a Charlotte native, joined The Charlotte Observer in 1978 and retired from there in 2005. After, retirement, Glenn decided to once again re-enter the workforce and became a licensed insurance agent in life, health and long term care. He began working with Family Legacy Group, Inc. in 2009 and has worked here since that time.
Glenn’s passion is to help others prepare for their futures as their life transitions from one stage to another.
Glenn is married to Beth with whom he has six children and seven grandchildren.
Glenn and Beth are actively involved as members of Calvary Church.
His hobbies are music, reading and traveling to new places.
Licensed Insurance Representative
After Gordon graduated with a BA in Business Management from NC State University, he was licensed as a Financial Consultant with Paine Webber in January, 1984. He continued in his role until he was recruited as a Sales Executive with Matthew Bender in March, 1992, consulting with attorneys. He rose to the position of Regional Sales Manager with West Group, the largest legal publisher in the U.S.
From August 2008 until August 2015, Gordon was a Registered Representative and Financial Advisor. Since then, his focus has been on the commitment to assisting clients with fixed, safe and guaranteed financial instruments like annuities and life insurance products which are an important part of many plan constructs, used for funding and guaranteeing an individual’s retirement planning goals.
He is father of two sons, Davis and Rob, both adults, Davis is a successful Anesthesiologist Assistant since receiving his Masters, Health Sciences, in Dallas. He is married to Annie with one son.
Rob is a successful sales professional based in Charlotte, single, with a steady girlfriend. He graduated from Hampden-Sydney College in Psychology. It is Gordon’s passion to work with his clients and being active at Calvary Church since moving to Charlotte. He has been a deacon, and is currently an usher and volunteer. His hobbies include hiking, camping, traveling and collecting muscle cars. He is also a writer having completed his first novel preparing for publication.
3525 Whitehall Park Dr. Ste 180. Charlotte, NC 28273
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