David Stephens, CFS, CFBS
David Stephens is known as a community leader throughout Coastal Virginia. Dave is a master at advocating for others. Whether it’s an impassioned plea to support Alzheimer’s research, or a spirited conversation about your finances, through his innate leadership capacity, Dave inspires those around him to step up and take charge – of whatever it is that matters most to them.
Dave’s leadership ability was first spotted during his service in the United States Army, further developed in a successful career in the auto industry and is a huge asset to his current career as the President and CEO of The Legacy Business Advisors Mid-Atlantic. What drives Dave to lead is a deep-seated love for people. He is a natural at coaching and mentoring. “I’m invested in the people who cross my path,” he says, “whether it’s a friend, an employee or a client, I want to help them get to a better place.” It’s a philosophy that has served him well: the investment in good people has in turn translated into the high level of service clients have come to associate with the firm.
When Dave is not leveraging his energy into getting people excited about the future, one can find him volunteering for the many social causes he holds dear: the Alzheimer’s Association, the Virginia Beach SPCA, and Toby’s Dream Foundation, among others. Dave also loves to play golf as much as his schedule permits. He resides in Virginia Beach with his wife, Debbie.
Julian Baena, MBAVice
Julian Baena received a Masters in Business Administration from Saint Leo University after serving in the United States Marine Corps. Julian has built his business by working with business owners and sophisticated higher net worth clients on their planning needs. His service model is based on the personal connection he is able to make with clients of various backgrounds. Julian is the Vice President and Co-Founder of the Legacy Business Advisors Mid-Atlantic through which he offers strategic assistance to individuals and specializes in being a valuable resource for closely held business owners.
Julian is a retired United States Marine whose service included time in the Middle East, Central America, the Caribbean, and Mexico. Julian dedicates his life to living a life of service and is regarded as business leader throughout the community. He is the President of the Hispanic Chamber of Commerce of Coastal Virginia. He also serves on the board of Junior Achievement of Greater Hampton Roads. He is an organizer of 1 Million Cups, Virginia Beach, and serves as an ambassador for the Marine Raider Foundation.
Julian resides in Norfolk, VA.
Chief of Operations
Courtney Strawhand is frequently the first point of contact for clients – whether by phone or in person at the office. Courtney provides support to the firm’s principals and to clients as a valuable resource, whether presented with simple or complex issues. Behind the scenes, Courtney is responsible for the firm’s operations which involves everything from processing business, acting as a liaison to the underwriters, and most importantly ensuring that clients go through a positive, efficient, and seamless experience.
Courtney has been with the firm since its inception but most importantly she has worked with co-founder David Stephens since 2002.
Courtney’s loyalty and dedication to her job does not stop there, Courtney is known for her thoughtfulness, friendliness, and ability to make our clients feel like a part of our firms’ family. Courtney is known by her colleagues for her ability to follow through, prioritize, and stay calm under pressure.
Courtney resides in Chesapeake, Virginia, with her husband, Landon, and their two children. She loves spending time with her family and friends.