Meet the Team
Our team brings
decades of experience, knowledge, and wholehearted
dedication to our
clients’ best interests.
Jamie Furlong
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As the Co-Founder and CEO of Legacy Investments & Real Estate, LLC, Jamie Furlong helps investors unlock the power of passive real estate to build their financial legacy. She holds a Series 63 (Uniform State Securities Agent) license, a Series 22 (Direct Participation Programs Representative) license, as well as her Bachelor of Science in Mathematics and Economics from the University of Southern California. Utilizing the full-spectrum access her dual securities licenses offer, Jamie creates tailored investment strategies to support the financial legacy her clients want to build. She has facilitated hundreds of Delaware Statutory Trust (DST) transactions and provided guidance on countless 1031 Exchanges. Recognized by her broker-dealer as the #2 top producer overall for 2025, #4 overall in 2024, #13 overall in 2023, and the #1 top-producing female since 2022, Jamie is redefining excellence in the real estate investment industry by setting a new standard for expertise, service, and success.
Jamie was named as a 40 Under 40 honoree by the Sacramento Business Journal in 2024 and received national recognition by InvestmentNews as an excellence awardee for 2026 Advisor of the Year – Alternative Investments.
Committed to exemplifying Legacy’s foundational values both personally and professionally, Jamie enjoys building meaningful connections with her clients and industry peers. As Chair of the Sacramento CCIM chapter, Jamie plays a pivotal role in fostering collaboration and knowledge-sharing within the commercial real estate industry. She is actively involved in the CalCPA Sacramento Chapter and serves on the CalCPA Young and Emerging Professionals Statewide Committee, providing guidance and support to the next generation of professionals in the financial and real estate sectors. A sought-after speaker and thought leader, she’s been invited to share her insights at various prestigious, professional organizations, national conferences, and industry publications.
Deeply involved in her community, Jamie is the President Elect Nominee of The Rotary Club of Sacramento, holds a position as Board Officer/Secretary for Rotary International District 5180, is a local PRLS (Practical Relevant Leadership Skills) facilitator, and travels internationally for service projects. In recognition for her work in her community and beyond, she was the recipient of the Rotary Club Of Sacramento’s Jean Runyon Service Award in 2025 and the CalCPA Sacramento Chapter’s Distinguished Service Award in 2023.
Learn more about Jamie →
Email: jamie@legacyire.com
Call or text: (916) 900-1063
Erica Traulsen
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Utilizing her strong philanthropic background and inquisitive nature, Erica Traulsen builds trust-based relationships that allow her to work closely with clients. She is dedicated to rigorously advocating for her clients and helping them achieve their goals.
Erica holds two bachelor's degrees from California State University as well as a master’s degree from Roosevelt University. She is fluent in French and spent time studying abroad in Paris. In addition to her Series 7 (General Securities Representative) license, she holds a Series 66 (Uniform Combined Investment Adviser and Securities Agent State Law) license. Her professional experience includes B2B sales, speech coaching, and executive support.
An active member of her local professional community, Erica is on the board for the Financial Planners Association of Northern California as the Director of Membership and is the Chairperson of the Real Estate Committee at the University Club San Diego. She enjoys volunteering with the Financial Planners Association’s Pro Bono Program and hosting free music and story times for working parents and their munchkins on weekends.
In her free time, Erica loves spending time with her family, participating in and attending live theater, learning new languages, and traveling.
Learn more about Erica →
Email: erica@legacyire.com
Call or text: (619) 848-1139
Serving clients from: Roseville, CA and San Diego, CA
Ryan Edde
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Ryan Edde works with real estate investors, CPAs, real estate agents, and commercial brokers to identify tax efficient real estate and passive investment solutions, with a focus on 1031 exchanges, Delaware Statutory Trusts, Qualified Opportunity Zone investments, and other diversified alternative strategies. He brings a practical, education focused approach to helping clients navigate real estate related liquidity events and investment decisions.
Prior to entering the alternative investment space, Ryan spent 26 years in corporate finance, debt and equity underwriting, credit leadership, and relationship management, primarily with Wells Fargo in both Commercial Banking and Corporate & Investment Banking. Over that time, he helped structure, underwrite, and execute more than $20 billion of corporate debt transactions and spent 24 years specializing in the gaming, lodging, and hospitality industries. That experience continues to inform his disciplined approach to investment analysis and risk assessment.
Ryan’s perspective is also shaped by real world experience outside traditional finance. From working at a young age as a commercial fisherman in Bristol Bay, Alaska, and as a farmhand on his family’s farm in California’s Central San Joaquin Valley, to helping his own family navigate complex real estate divestiture, exit planning, and tax liability issues, he brings a practical understanding of the challenges families and investors face. He draws on that experience to help clients approach important financial decisions with both discipline and perspective.
Ryan earned his degree in Business Economics/Finance from UC Santa Barbara and completed additional accounting coursework through California State University, Bakersfield. He holds FINRA Series 7, 63, 65, 79, and 99 licenses, along with the SIE. Based between Reno, Nevada and Auburn, California, he is an active member of the Roseville Chamber of Commerce and CCIM Northern Nevada. Outside of work, Ryan enjoys spending time with his wife and their seven children, fly fishing, hiking, backpacking, and playing music.
Learn more about Ryan →
Email: ryan@legacyire.com
Call or text: (775) 234-2350
Serving clients from: Reno, NV and Tahoe, CA
Richard D. Gann, JD
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Richard (Rick) Gann is a graduate of UCLA and California Western School of Law. He has been a member of the State Bar since 1997. While finishing law school and studying for the bar exam, Rick befriended his then-neighbor, Jason McMurtry. Rick and Jason have worked together, with few interruptions, for over 20 years.
Before transitioning to financial services, Rick practiced law for nine years in the fields of real-estate taxation and estate planning. Rick proudly helped numerous clients manage taxes on their real-estate holdings and investments. Rick’s inspiration for helping property owners came from his grandfather, Paul Gann, author of California’s Proposition 13, which lowered property taxes and sparked a nationwide movement of fiscal conservatism.
In 2006, Rick joined Jason at Grubb & Ellis, fka Triple Net Properties. As an attorney and licensed real-estate broker, Rick developed and supervised a retail division of the company, offering 1031-exchange solutions through a network of commercial brokers across the country.
Later, at Steadfast Companies, Rick helped lead a capital markets team that raised over $1.5 billion from individual investors to acquire over 100 apartment communities across the South and Midwest. Rick also helped create a new 1031-exchange program, designed for individual investors seeking to co-invest in REIT-owned properties.
Subsequently, Rick was President of the Stira Alcentra Global Credit Fund, which merged in May 2019 with the Priority Income Fund. Rick has been an active member of both the Institute for Portfolio Alternatives (IPA) and Alternative & Direct Investment Securities Association (ADISA) since 2007.
Rick and his wife, Amy, live on Bainbridge Island, Washington and have a son in San Diego. Rick is an avid runner, traveler and birdwatcher.
Learn more about the 1031 Capital Solutions Strategic Alliance →
Jason L. McMurtry, MBA
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Jason is the founder and Managing Partner of 1031 Capital Solutions, where he blends more than two decades of experience in the investment industry together with his real estate expertise to provide customized solutions for accredited investors seeking real estate investment opportunities. Through a consultative and collaborative process, Jason seeks to provide guidance and solutions specifically for investors who want exposure to real estate, real estate-backed investments and other tax strategies.
Prior to founding 1031 Capital Solutions, Jason held executive and sales positions at industry-leading firms including Steadfast Capital Markets Group, Berkeley Capital Securities, Grubb & Ellis, ING, Citigroup, Met Life and John Hancock.
In 1996 Jason graduated from University of California Santa Barbara with a bachelor’s degree in philosophy and holds an MBA from South University. He holds a California real estate license (BRE 01781509), a California insurance license (0B87761) as well as Series 7 (General Securities representative), 63 (Uniform State Securities Agent), and 65 (Uniform Investment Adviser) securities registrations.
A Southern California native, Jason has lived in the San Diego area for most of the last 20 years. He enjoys surfing, sailing, golfing, snowboarding, jiu jitsu, spending time with his wife Michelle and two children, and has completed two Ironman triathlons.
Learn more about the 1031 Capital Solutions Strategic Alliance →
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.
Learn more about Natalie →
Email: natalie@legacyire.com
Call: (916) 908-1031
Diana Salinas
Elizabeth Olea
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.
Rachel Fisher
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Rachel brings 15+ 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 strategy and design. In her free time, Rachel loves traveling, hiking at national parks, and riding a tandem bicycle with her husband. She lives in Chicago.
Thought Leadership Team
Michael Wolff
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As a Vice President of Investments with 1031 Capital Solutions, Michael is responsible for working with clients to educate and assist them with passive replacement property solutions for 1031 exchanges.
Michael Wolff is responsible for educating and assisting clients regarding passive replacement solutions for 1031 exchanges. He has 11 years of sales experience including roles with Pacific Oak Capital Markets and KBS Capital Markets Group syndicating real estate offerings. Michael holds his FINRA Series 7 (General Securities representative) license and Series 63 (Uniform State Securities Agent) license. He lives in the Denver area.
Mark DiMercurio
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After graduating with a BS in Business from CSU Sacramento, Mark started working with high net worth family businesses on their estate plans. The typical client had a minimum net worth of $5 million and he consulted them on building a plan to transition the ownership of their business and assets to their children.
In 1993, he was introduced to an opportunity in the mortgage industry and quickly became a top producing mortgage advisor focusing primarily on educating home buyers on using leverage through Real Estate to build a portfolio. In 1999, he started Delta Lending Group which grew to 4 offices and 55 loan originators at its peak. Delta Lending is still in business to this day and Mark overseas the operation as a passive owner.
He bought his first rental property in 1995 and has bought and sold many investment properties. He has trained thousands of Realtors and clients on 1031 exchanges and utilizing rental properties to create tax advantages and passive income. Upon completing his first personal DST, he decided that he could help many people, like himself, transition from Active to Passive Real Estate Ownership. He got his series 22 and series 63 licensing to offer the DST product. He also holds a California Real Estate Broker license (01150210) and Licensed Loan Originator license (NMLS 24777).
In his free time, he enjoys traveling with his wife Donna and his Golden Retriever, Gatsby. He also loves hanging out with his grandsons.
Jacob Driver
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Leveraging over 15 years of experience in both financial services and real estate, Jacob brings a depth of knowledge and unwavering dedication to his role as Vice President of Investments at 1031 Capital Solutions.
His career began in the financial sector, where he honed his analytical skills at esteemed institutions like Wells Fargo Advisors. This strong foundation seamlessly transitioned into the world of real estate, where he worked with top brands like Compass, RE/Max, and Pacific Sotheby’s. Over the years, he mastered the intricacies of the residential market, developing a keen understanding of buying, selling, negotiation, and marketing.
In 2022, Jacob transitioned his focus to investors, leveraging his expertise to guide them through 1031 exchanges. He excels at educating clients and meticulously assists them in finding the optimal replacement properties. This dedication to client success, fueled by his diverse background, ensures exceptional service and support for every investor he partners with.
Jacob is a fifth-generation San Diegan, with a Finance degree from San Diego State University. There, he not only excelled academically but also thrived as a scholarship athlete on the school’s football team. Beyond his professional accomplishments, Jacob finds immense joy in his family life. Together with his wife, Alyssa, they are raising their daughter, Poppy, and their son, Micah.
Brad Kahan
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Brad Kahan is a seasoned investment sales specialist with over a decade of experience in the alternative investment industry. For the past six years, he has focused on 1031 Delaware Statutory Trusts (DSTs), developing and implementing effective sales and marketing strategies for a leading real estate investment sponsor.
His expertise has fostered strong relationships with investment professionals and accredited investors, ensuring successful capital fundraising and client satisfaction.
Recently, Brad joined 1031 Capital Solutions, where he continues to leverage his extensive knowledge in tax-advantaged real estate investment offerings. At 1031 Capital Solutions, Brad is dedicated to navigating the complexities of the 1031 exchange DST landscape, providing exceptional support and guidance to clients.
Brad holds his FINRA Series 7 and Series 66 securities license.
Steve Balaban
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As a CERTIFIED FINANCIAL PLANNER™ professional with four decades of experience, Steve empowers clients to simplify their financial journey and build lasting security. At 1031 Capital Solutions, he leverages his extensive financial planning and investment management background to help rental property owners retire from property management in a tax-efficient manner.
Steve began his career in 1985 and has served clients at leading firms such as Merrill Lynch, Smith Barney/Citigroup, and UBS, tailoring strategies to fit each client’s unique needs and goals.
He holds a BA from the University of Connecticut and a Certificate in Personal Financial Planning from San Diego State University. Deeply committed to community service, Steve has served as President of the San Diego Youth at Risk Foundation and ArtsBusExpress, and regularly volunteered with his therapy dog, Roo, at hospitals, schools, and nursing homes.
A longtime San Diego resident, who recently moved to Sacramento Steve enjoys playing pool and hockey, and cherishes time with his wife Kyle, their two adult children, and two granddaughters.
Steve welcomes every opportunity to listen, strategize, and help you achieve financial confidence at every step.
Connor Flanagan
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Connor Flanagan brings over five years of experience specializing in 1031 exchanges and tax-efficient investment strategies. With a strong background in both economics and statistics, Connor combines analytical rigor with a relationship-driven approach to help clients navigate complex real estate transactions with clarity and confidence.
Before joining 1031 Capital Solutions, Connor held positions in investment banking with Willow Cove Investment Group and as a consultant with Mentor Global Consultants. His work has focused on identifying and structuring replacement property solutions that align with long-term financial goals.
Connor holds a Bachelor of Arts in Economics and a Bachelor of Science in Mathematics: Probability and Statistics from the University of California, San Diego, where he was a member of the UCSD lacrosse team. He is registered with FINRA, holding the Series 7 and Series 63 licenses.
Born and raised in Oceanside, Connor enjoys rock climbing, reading, and traveling in his free time.
Support Team
Vee Kimbrell
Due Diligence Analyst
Andrew Hagen
Analyst
Ken Corson
Due Diligence Officer
Amy Arnold
Chief Due Diligence Officer
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 are located in Sacramento, CA, and we also have offices in:
Reno, NV
Roseville, CA
San Diego, CA
Seattle, WA
Tahoe, CA
We’d be happy to meet you in our office or virtually. Please reach out to schedule a meeting.
