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About Auctus Legacy Private Wealth Management

Onward and Upward

Onward and Upward

Our brand, Auctus Legacy Private Wealth Management is a reflection on our commitment to our clients, each other, and the growth we hope to achieve. 

As friends for multiple years, we operate like a tight-knit family, where harmony and collaboration thrive. Our dedicated team of financial professionals compliment each other, drawing on decades of shared experience. With a keen eye for detail, we understand each other's strengths, allowing us to deliver quality service. Our camaraderie extends beyond the workplace - we connect as friends, checking in over the weekends to stay connected. Our bond transcends the typical 9-5 workday, reflecting our commitment to genuine relationships.

As we continue to move "onward and upward," we remain dedicated to fostering strong relationships and seeking to provide exceptional service to each and every client.

Meet Our Dedicated Team Of Financial Professionals

James S. Wood

James S. Wood

Managing Director, Wealth Management Advisor

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Alain Verhille, CFP<sup>&#174;</sup>, CPFA<sup>&#174;</sup>

Alain Verhille, CFP®, CPFA®

Senior Vice President, Wealth Management Advisor

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Kathryn Isernhagen

Kathryn Isernhagen

Senior LPL Registered Client Service Associate

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Erikka Moore

Erikka Moore

Senior LPL Registered Client Service Associate

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Meet Our Extended Team

Our affiliation with LPL Financial as our broker dealer allows for enhanced technology and increased support to our clients, including the following extended resources: 

Nate Brent

VP, Trust Services, LPL Financial

Rob Yatko, CLTC®

VP, Advanced Markets Insurance Consulting, LPL Financial

Contact Us Today

Let us help you create and stick to a plan focused on your goals. Contact our team today to learn more. 

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