Broker Check



Joe became owner of Legacy and Veridian in 2013 with the goal of enhancing the financial security of select Hampton Roads residents and business owners to meet or exceed their desires for their financial plan. Joe is a Registered...

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John began Legacy Planning Alliance, Inc. in 1989 with a vision to provide select Hampton Roads Residents with the most effective strategies to ensure financial security. John is an Investment Advisor Representative of Veridian Wealth...

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Marisa Mercaldo

Executive Assistant



Marisa is originally from the Virginia Beach area. She earned her Bachelor’s degree from Liberty University and has since returned back to Hampton Roads. Her varying experience in sales, customer service and advocacy have...

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