Meet the Team
Our team brings
decades of experience, knowledge, and wholehearted
dedication to our
clients’ best interests.
Patrick Furlong
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Patrick Furlong founded Legacy Investments & Real Estate to serve clients seeking to acquire replacement properties in a 1031 Exchange. Patrick holds a California Real Estate Broker’s License. His 30+ year career in commercial real estate finance and commercial real estate sales gives Patrick an exceptional perspective on the relative risks and rewards of different acquisition and financing alternatives. Patrick has proven to be invaluable in advising clients on how to prevent serious mistakes that could potentially cost hundreds of thousands of dollars.
patrick@legacyire.com
(916) 908-1031
Jamie Furlong
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Inspired by a shared vision to lead the industry forward, Jamie and her father built Legacy on a foundation of partnership, knowledge, community, and care. Committed to living these values both personally and professionally, Jamie enjoys connecting with her clients, industry peers, and her community as a whole. She is an active board member of the Rotary Club of Sacramento Foundation, is the current District Grants Subcommittee Chair for Rotary D5180, and travels internationally for service projects in support of worldwide clean water. In recognition for her work in her community and beyond, Jamie is the 2023 recipient of the CalCPA Sacramento Chapter’s Distinguished Service Award.
Email: jamie@legacyire.com
Call or text: (916) 900-1063
Natalie Merced
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Natalie brings her 20+ years of experience in finance and executive administration to the Legacy team. Her deep attention to detail and warm personality allow her to provide clients with the highest level of care and support. When she’s not busy putting the power behind Legacy’s operational excellence, Natalie loves spending time with her husband, two young sons, and her miniature pinscher, Coco. Her hobbies include learning new cooking techniques, baking, and putting together menus for family functions.
natalie@legacyire.com
(916) 908-1031
Rachel Fisher
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Rachel brings over twelve years of professional experience as a graphic designer, spanning roles across sales, marketing, and branding teams. With a deeply thoughtful approach and uniquely balanced perspective, her expertise is marked by a seamless combination of both intentional strategy and inspired design. In her free time, Rachel loves traveling, hiking at national parks, and riding a tandem bicycle with her husband. She lives in Chicago.
Maggie McMichael
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Maggie utilizes her multi-industry marketing experience to expand Legacy’s presence into the ever-evolving digital realm. By combining thoughtful details with innovative strategies, she ensures each virtual interaction feels as personal as the ones within the office walls. As a remote member of the team, Maggie resides in Kansas City with her husband and their cats.
Erica Traulsen
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Erica Traulsen joins the Legacy team as a Registered Representative. With a background in sales and executive administration in a variety of industries, she brings a unique perspective on how to improve systems and processes to help Legacy representatives become more efficient in meeting their clients’ needs. In her free time, Erica enjoys participating in and attending live theater, volunteering at the San Diego Zoo Wildlife Alliance, and traveling. She and her husband welcomed their first little one in Spring 2023.
Email: erica@legacyire.com
Call or text: (619) 848-1139
Licensed as Registered Representatives, the advisory team at Legacy Investment Real Estate, LLC can buy and sell securities such as stocks, bonds, and mutual funds for clients. As required by law, our team is sponsored by a firm registered with the Financial Industry Regulatory Authority (FINRA), known as a Broker-Dealer.
Our broker-dealer, Concorde Investment Services, is a nationally registered FINRA and SIPC broker-dealer, licensed in all 50 states to provide a full range of financial services. Our relationship with Concorde Investment Services offers access to an infrastructure utilizing the latest technology and in-depth back-end support to best position our clients for success.
Our headquarters is located in Sacramento, CA.
We’d be happy to meet you in our office or virtually. Please reach out to schedule a meeting.
