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Our Company Values

For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.

  1. People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
  2. Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
  3. Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
  4. Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)

Christian Stephens

Financial Advisor, Legacy Asset Strategies

Christian Stephens is a dedicated financial advisor, proud to call North Carolina his lifelong home. Growing up in Fairmont, NC, he learned the value of hard work on the family farm. This upbringing instilled in him a deep-rooted appreciation for diligence and perseverance.

He is a graduate of the University of North Carolina at Wilmington and began his career in the financial industry in 2002. He is a licensed Life, Annuity, Health, Long-Term Care Insurance agent. Furthermore, Christian holds a Series 7 General Securities registration, along with a Series 66 registration for investment advisory and/or financial planning services.
In his leisure time, he enjoys golf, hunting, fishing and especially spending family time with wife, Amanda, and their daughters, Evelyn and Aubree.
For Christian, integrity reigns supreme. Guided by the principle of prioritizing client’s interests above all else, he consistently strives to do what is right, helping ensure their financial well-being is safeguarded at every turn. Johnathan Christian Stephens is registered to discuss with and/or offer financial services and/or products to residents of NC, SC, OH, FL, ID, and TX.

Cydney Bennett

Office Manager, Legacy Asset Strategies

Cydney is the office manager at Legacy Asset Strategies. Raised in a military family, she developed a deep appreciation for discipline, resilience, and strong family values—qualities that continue to shape her approach to work and life.

While not originally born in North Carolina, Cydney has been blessed to spend over half her life growing up here and proudly calls it home. Her connection to the community fuels her commitment to service and her welcoming presence in the office.

Outside the office, Cydney enjoys volunteering in her community and spending time on the golf course—a sport she played all four years in high school. 

At Legacy, she manages active case files, supports client service, and handles administrative tasks with precision and care. Her dedication to service, organization, and personal connection  reflects the values at the heart of Legacy Asset Strategies.

Cydney Bennett is a non-registered associated person of Cetera Advisor Networks LLC, member FINRA/SIPC.

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisors Networks LLC nor any of its representatives may give legal or tax advice.