Our Team

Our Financial & Insurance Professionals

Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.

RAMI TAMEEZ​

DBA, AAMS®, AWMA® PRESIDENT AND CO-FOUNDER

Rami Tameez is a financial professional who focuses on protecting and preserving the wealth of his clientele. His goal is to assist his clients in creating lasting strategies that protect their hard earned assets and give them the independence and control needed for the future. As one of the founding leaders of Legacy Financial and Insurance Services, he leads his team to help local clients with retirement and insurance strategies.

Rami is a graduate of CSUSB with a degree in Management. He also received a Masters Degree in Management from National University, Doctorate in Business Administration at Columbia Southern University, and holds additional financial designation including: Accredited Asset Management Specialist (AAMS) and Accredited Wealth Management Advisor (AWMA) through the College for Financial Planning. Rami Tameez is a public national speaker educating industry peers throughout the nation. Rami Tameez also is a professor part-time at CSUSB in the Jack Brown Hall School of Business helping educating students both undergraduate and graduate students.

Rami is very active in the community as well. He is on the board of JJ Smiles Foundation, a non-profit organization dedicated to bettering the lives of children.

MARK SHARIFI

CO-FOUNDER

Mark Sharifi is an established speaker, financial advisor and educator. A financial services veteran for over 20 years, Mark resides in Rancho Cucamonga with his family. His main focus is on helping individuals in and around Rancho Cucamonga navigate the ever-changing financial environment with sound recommendations and innovative concepts that are easily understood.

TATUM "TATE" S. HILMOE

ESTATE PLANNING ATTORNEY

 Tate works closely with a network of CPAs and financial advisors on estate planning and probate matters.  His  estate planning practice includes revocable and irrevocable trusts, pour over wills, health care directives, powers of attorney and probate.  His estate planning experience includes high net worth individuals, business interests, royalties, and IP matters.

MARK A. BASILE

Investment Advisor Representative

Mark comes from a family of well-respected Advisors and gained first-hand knowledge and experience watching his father, since the 1960’s, help people with their investments and retirement accounts.

Mark advises and consults with clients on a variety of financial planning, investment, and tax related issues. He holds the Financial Industry Regulatory Authority (FINRA) Series 65 and 63 licenses, as well as a Life insurance license.

Meet Rami's Team

Mark John Landeros

Insurance specialist

Tanya Tong

Agent

Sandra Prather

Client Relations Manager

Nicole Nelson

Client Relations Specialist

Krystal Harrison

Lead processor

Julia Traylor

Compliance Manager

Strategic Alliances

MICHAEL BINGER, CFA®

President of Gradient Investments, LLC

 

JEREMY BRYAN, CFA®

Senior Portfolio Manager of Gradient Investments, LLC

KEITH GANGL CFA®

Portfolio Manager of Gradient Investments, LLC

Mr. Gangl is a Portfolio Manager for Gradient Investments. He joined Gradient Investments in 2018 and has over 20 years of total investment management experience. Prior roles include portfolio management for a large institutional equity firm, where he managed several billion dollars of assets. Mr. Gangl has been featured in media publications such as Investor’s Business Daily, Bloomberg, and Yahoo!. He graduated with a bachelor’s degree from St. John’s University, MBA from the University of St. Thomas, and is a CFA® charterholder.

TYLER ELLEGARD

Investment Analyst