Luke Johnson • President and Founder/Senior Wealth Advisor
Luke M. Johnson is the Founder and Chief Executive Officer of Legend Capital Group, Inc.
Prior to launching the firm in 2006, Luke began his career as a financial advisor in 1999 at Robert W. Baird & Company in Kansas City, Missouri. While there, he excelled at designing customized wealth management and life insurance solutions for his clientele.
Today, as a Senior Wealth Advisor, Luke specializes in portfolio management, retirement income planning, income tax reduction strategies, and alternative investments. He is highly skilled at identifying and positioning private equity funds and other alternative investments within client portfolios. Luke has provided counseling on a wide range of financial matters, and today works closely with affluent individuals, families, private companies, and non-profit organizations in over 15 states. From strategic planning for long-term goals, to succession planning and wealth transfer, Luke brings with him a breadth of knowledge that encourages creative thought and visionary solutions.
His honest and strategic advice has allowed his clients to successfully navigate the ever-changing financial markets for over 15 years. Luke’s tax-efficient investment recommendations are customized for each client and designed to specifically meet their objectives. His expertise allows his clients to feel a sense of confidence and peace of mind, while experiencing a level of best-in-class service that they’ve come to expect and deserve.
Luke’s honors and accolades include earning the distinction of being recognized and named as a Five-Star Wealth Manager for 2014 and 2015, based on both client satisfaction and production. Luke has been featured in the Arizona Business Magazine, as a Top 12 Financial Advisor. He has also been an invited guest on KFNX Radio, where he discussed a number of financial and investment-related topics. In addition, he continues to mentor and advise other top financial advisors across the United States on how to better serve their clientele. Luke is securities licensed, holding his Series 7 and Series 66, as well as, his life and health insurance licenses.
Luke has consistently been ranked in the Top 1% of all financial advisors nationally. In addition, he’s been ranked in the Top 5 every year out of over 100 financial advisors licensed with his broker/dealer, including being ranked #1 in the nation in 2014. Luke has also been Million Dollar Round Table Award qualifier multiple times.
Luke serves on various advisory boards and financially supports several charitable organizations, including Saint Vincent De Paul in Phoenix, The Crisis Nursery, Maggie’s Place, St Patrick’s Church, the Knights of Columbus, and The Joe Niekro Foundation. Luke has also been a Fiesta Bowl committee member since 2010.
Luke is a graduate of the University of Kansas’ School of Business, where he earned his bachelor’s degree in Business Administration in 2000. Beforehand, he attended the University of Texas at Arlington, where he played collegiate golf.
Luke and his wife, Alicia, both were born and raised in Northeastern Kansas in small farming communities. Together they have 3 children and reside in Scottsdale, Arizona, where Luke is an avid golfer and has a passion for international travel.
Alicia Johnson • MBA, Vice President - Operations
Alicia M. Johnson is the Vice President of Operations at Legend Capital Group, Inc.
Alicia specializes in working closely with the entire Legend Capital team on strategic planning initiatives to enhance long-term client value and thus the success of the firm. Her responsibilities include client relations, marketing, and event planning. Alicia’s mission is to ensure that each client is delighted with their overall experience and receives best-in-class care.
Prior to joining Legend, Alicia spent 4 years in media sales focusing on small business advertising and marketing. She then spent 8 years in sales within the medical device and pharmaceutical industry. As an account executive working closely with numerous medical doctors, she specialized in client sales, services, and product marketing. At Medicis Aesthetics, Alicia was an elite performer earning the distinction as the #1 sales representative in the United States in 2009.
Alicia is a graduate of the University of Kansas, where she earned her bachelor’s degree in Communication Studies in 2000. She went on to earn her MBA in Global Management from the University of Phoenix.
Alicia is a mother to 3 children and enjoys exercising, cooking, and world travel.
Beth D. Calderon • Operations Manager
Beth D. Calderon is the Operations Manager at Legend Capital Group, Inc. At Legend Capital, Beth is responsible for new account execution, office administration, and serving as the client concierge. Her reputation for going above and beyond, and providing exceptional “best-in-class” client care compliments the firm’s unique culture and highly-experienced team.
Prior to joining the team in July, 2016, Beth spent 10 years in Cabo San Lucas, Mexico, where she owned and operated a successful wedding and event planning company. Specializing in destination weddings, her commitment to her clients and execution of events has been recognized by Martha Stewart Weddings and Elite Wedding Collection by Beverly Clark.
Before launching her event planning company, Beth spent over six years in Chicago, where she served as an Executive Assistant at two major financial institutions, working directly under the CEO and managing partners. Her efficient work ethic was a perfect fit for the fast-paced environment at Legend Capital.
Originally from Southeastern Michigan, Beth relocated back to the United States from Cabo San Lucas in 2015. Beth and her husband reside in Gilbert, Arizona, where they enjoy fitness-related activities, traveling, and spending time at the dog park with their beloved pet.