The Humans Behind Legendcy
We're Not Here Because We Have Life Figured Out.
We're here because we're willing to explore it.
To question inherited rules.
To step beyond what's comfortable.
To experience deeply.
To remain curious.
To learn from success and loss, ancient wisdom and new ideas, adventure and stillness, science and mystery.
We believe the people who invite others to live more fully should be willing to do the same themselves.
Meet the humans walking the path alongside you.
Our commitment
We Don't Stand Outside the Journey.
We are parents and partners.
Entrepreneurs and stewards.
Seekers and builders.
We have known success and uncertainty.
Love and loss.
Adventure and stillness.
Clarity and questioning.
We have climbed mountains and sat in ancient temples.
Explored practices that deepen awareness, presence, and connection.
Asked difficult questions about wealth, purpose, relationships, family, consciousness, mortality, and what it means to live well.
And we continue asking.
Because Legendcy isn't built on the belief that anyone has all the answers.
It is built on the belief that extraordinary lives require the courage to keep exploring better questions.
We don't ask families to explore territory we're unwilling to explore ourselves.
What brings us together
Different Stories. One Shared Intention.
Each of us comes to Legendcy through a different path.
We bring different experiences, perspectives, gifts, questions, and ways of seeing the world.
What unites us is not that we agree on everything.
It's that we share a commitment to something deeper.
To live with greater awareness.
To align our choices with what matters most.
To choose curiosity over certainty.
To create from presence rather than fear.
To play, explore, and remain open to wonder.
To dream together.
And to use what we've learned, experienced, and created to elevate others.
We believe extraordinary lives are rarely built alone.
We dream together.
Founder & Chief Visionary
Brad Stevens
Winning the money game is only the beginning. The greatest adventure is living fully while alive.
Brad Stevens is the founder and visionary behind Legendcy, a movement built on a simple but powerful belief:
Winning the money game should be the beginning of an extraordinary life—not the destination.
A first-generation entrepreneur, and lifelong explorer of human potential, Brad spent much of his career helping successful families navigate wealth. Yet over time, he began to see a deeper truth.
Many people achieve extraordinary financial success only to find themselves caught in new versions of the same survival systems they worked so hard to escape. More responsibility. More complexity. More to protect. More reasons to postpone living.
Legendcy was born from a different question:
What if families could use everything they've created—their wealth, wisdom, relationships, experiences, and influence—to intentionally design lives that are truly extraordinary?
Brad's own journey has increasingly taken him beyond conventional definitions of success—into entrepreneurship, family, adventure, ancient wisdom, consciousness, human potential, transformative travel, and an ongoing exploration of what it means to be fully alive.
Much of that journey has been shared with his partner, Kristin, whose curiosity, courage, and commitment to her own growth have made her a true companion in the exploration of what it means to live consciously. Together, they have embraced transformative experiences, questioned inherited assumptions, and discovered that the deepest adventures are often the ones that change how we see ourselves, each other, and what is possible for a family. Their shared path of self-exploration has become an important part of the story that ultimately inspired Legendcy.
He has climbed Mount Sinai alongside his stepson, sat in the King's Chamber of the Great Pyramid, explored ancient temples, and stepped into experiences that challenge inherited assumptions about ourselves, human potential, and the world around us.
His role is not to tell families how to live. It is to create the space for them to question what they've accepted, expand what they believe is possible, and consciously create lives worthy of everything they've built.
Experience & Family Stewardship
Ashton Rel
A legendary life isn't something we leave behind someday. It's something we consciously choose to live now.
Ashton has been part of the journey from the early days of wealth management, walking alongside Brad and the families they serve as the vision evolved from helping families manage their wealth to asking a much bigger question:
What is all of this wealth actually for?
Over the years, Ashton has developed a deep understanding of the families behind the numbers — their dreams, complexities, relationships, and the lives they are working to create. She brings a rare combination of trusted financial stewardship, genuine human connection, and a natural desire to create experiences that bring people closer to what matters most.
Her understanding of what matters has also been shaped by profound personal loss. Losing her mother to cancer gave Ashton an intimate awareness of the preciousness of time and the importance of not postponing the life we want to live or the love we want to express.
As a mother to her two beautiful daughters, Cali and Jett, and alongside her fiancé, Kyle, Ashton lives many of the same questions at the heart of Legendcy: How do we live fully now? How do we create meaningful experiences together? What do we pass on beyond financial wealth?
Ashton recently embarked on her 200-hour yoga teacher training, deepening a personal practice she hopes will serve not only herself, but her family and the wider world around her. She has also embraced experiences that invite deeper exploration — including an immersive couples retreat in Costa Rica exploring conscious relationship, deeper connection, presence, and vulnerability.
Within Legendcy, Ashton helps bridge stewardship and experience — bringing together the wisdom of where families have been with the possibility of where they might go next. She doesn't simply help design transformative experiences for others. She is willing to step into them herself.
President & Stewardship
Henry Basra
Steward what matters. Create space for what is possible. Live with intention.
For Henry Basra, stewardship has never been about control. It has always been about creating the conditions for people, ideas, and organizations to flourish.
Henry and Brad have known one another since childhood, growing up together long before Legendcy existed as an idea. Their friendship has evolved alongside their lives — from young dreamers to entrepreneurs, through seasons of success, challenge, curiosity, and growth. Today, they are not simply building a company together. They are living their own Legendcy.
Throughout his career, Henry has been drawn to the place where vision becomes reality. While others naturally imagine what could be, Henry is energized by helping bring those possibilities into form through thoughtful systems, disciplined execution, and an unwavering commitment to what matters most.
His greatest satisfaction doesn't come from being at the center of attention. It comes from watching people, teams, and ideas thrive because the right foundation has been built beneath them.
At the heart of Henry's work is a simple belief: extraordinary lives don't happen by accident. They emerge from intentional choices, aligned systems, meaningful relationships, and the courage to create space for what matters most.
Henry imagines a life rooted in simplicity rather than excess — mornings that begin slowly with movement, meaningful conversations, shared meals, and time with the people he loves. A life where business becomes a vehicle for creating value rather than an identity to protect. A life filled with community, friendship, health, freedom, travel, and experiences that bring people together.
Within Legendcy, Henry helps transform vision into reality. He brings structure to complexity, clarity to uncertainty, and thoughtful execution to bold ideas — designing the systems that allow extraordinary families to move from intention to action while ensuring that growth never comes at the expense of what matters most.
He believes the strongest foundations are often the quietest ones. Built with intention. Strengthened over time. And designed to support something far greater than themselves.
Family Transformation
Gisell Aleman
Awareness creates freedom. Love creates legacy.
For Gisell Aleman, transformation begins with a simple question: Who am I beneath the expectations I've carried?
Her life's journey has taught her that the most meaningful change doesn't come from becoming someone different — it comes from remembering who we have always been. That understanding wasn't learned in a classroom. It was shaped through love, loss, motherhood, faith, and the quiet courage of looking inward.
Losing her father at a young age taught Gisell resilience and perseverance. Becoming a mother transformed her understanding of purpose, presence, and unconditional love. Years later, losing her mother became an invitation to slow down, reflect, and rediscover what truly matters.
Through each season, one truth continued to emerge: awareness creates freedom. When we understand ourselves — our values, our hopes, our fears, and the stories we've inherited — we become free to choose a life that reflects who we truly are rather than who we believe we're expected to become.
That belief lies at the heart of Gisell's work. She has a natural ability to help people feel safe enough to be honest with themselves. She listens deeply, asks thoughtful questions, and sees the human story beneath the circumstances. Whether the conversation begins with family, finances, or the future, Gisell gently helps people uncover what matters most.
Within Legendcy, she helps families move beyond simply planning for the future toward intentionally creating it. She believes the greatest inheritance we leave behind is not measured by what we accumulate, but by the love we cultivate, the values we embody, and the relationships we nurture every day.
For Gisell, the vision of Legendcy is deeply personal. She imagines families who know who they are, children who grow up feeling deeply loved, and generations connected not only by shared wealth, but by shared wisdom, gratitude, compassion, and purpose.
Because when families become more aware of themselves, they become more intentional with one another. And that is where lasting transformation begins.
Community & Human Connection
Viviana Balleza
When people feel truly seen, they begin to remember the extraordinary love they have carried within them all along.
Viviana believes that one of life's greatest gifts is remembering who we truly are. Not becoming someone new. Not proving our worth. Simply returning to the love, connection, and wholeness that have always been within us.
Her own journey has been shaped by experiences that expanded the way she understands herself and the world. Through deep personal exploration, emotional growth, and transformative experiences, Viviana discovered something that continues to guide her life: unconditional love isn't something we earn. It's where we come from, and it's what we are.
That realization changed everything. It deepened her appreciation for the people in her life, strengthened her connection to nature, and awakened a desire to help others experience that same remembering for themselves.
Whether surrounded by mountains, trees, or the quiet presence of water, Viviana finds herself continually drawn back to the places that remind us we are part of something much larger than ourselves.
At the heart of her work is a simple belief: people flourish when they feel seen, valued, and connected. Within Legendcy, Viviana helps cultivate that experience — creating spaces where families feel welcomed, relationships deepen naturally, and meaningful conversations become possible.
She believes genuine transformation rarely happens in isolation. It grows through shared experiences, authentic connection, compassion, and the courage to be fully present with one another.
Legendcy has been part of Viviana's own journey of remembering, and that is why this mission feels so deeply personal. She hopes every family who walks this path experiences greater joy, deeper peace, stronger relationships, and a renewed awareness of the extraordinary love that already exists within them.
Her vision is simple: a world where people meet one another with compassion instead of judgment, understanding instead of assumption, and love instead of fear. Because when we remember who we truly are, we create space for others to remember as well.
Holistic Health & Human Potential
Dr. Steven Young
Stop trying to win in a reality built on separation. Remember your ability to create something entirely new.
Dr. Steven Young has devoted 36 years of his lifetime to the mastery of how our mind, body, and spirit are harmonized as one — and yet interconnected to all life.
His path has moved across two worlds simultaneously.
In the world of matter, he has stewarded seven businesses for the benefit of humanity and treated over 9,000 patients holistically — bringing a rare combination of clinical depth, entrepreneurial wisdom, and genuine care for the whole person.
In the world of energy, he has led many missions to spiritual sites around the world — revealing what he describes as Heaven on Earth, nurturing our Mother Earth, and expanding the field of existence of love and wholeness.
These two dimensions of his work are not separate. They reflect a single, unified understanding: that true health — and true success — cannot be found by optimizing one layer of life while ignoring the others.
Currently, Dr. Young's deepest passion is helping individuals and organizations remember their innate ability to create a new reality of complete harmony — rather than continuing to compete and strive within a reality built on separation and the illusion of not there yet.
That orientation is profoundly aligned with the heart of Legendcy. The families we serve have often achieved extraordinary things within the existing reality. Dr. Young helps them discover what becomes possible when they step beyond it.
Technology, AI & Engineering Lead
Noah Cartwright
How can we use the most advanced technology in the world to help people become more human — not less?
Noah brings a uniquely important perspective to Legendcy.
He isn't simply helping build its future. He has lived it.
As Brad's stepson, Noah has experienced firsthand what can happen when families step outside the routines of everyday life, enter the unknown together, and create the space for adventure, deeper conversation, expanded awareness, and genuine connection.
Together, Brad and Noah traveled through Egypt, explored ancient temples, stood inside the Great Pyramid, and climbed Mount Sinai — sharing an experience that became about far more than the places themselves. It became part of their story. A shared adventure. A deeper connection. A new way of seeing one another and the world.
In many ways, their journey reflects one of the deepest beliefs at the heart of Legendcy: the greatest inheritance we can give the next generation isn't simply what we leave to them. It's what we experience, discover, and create with them while we're here.
Now, as a senior studying computer engineering at North Carolina State University, Noah brings the voice of the next generation together with his passion for technology, artificial intelligence, and engineering. Within Legendcy, he helps explore and build the technology, AI, and engineering systems that can bring the vision to life and expand its impact — while protecting what matters most: the deeply human experience at the heart of the mission.
At a moment when technology and artificial intelligence are advancing at extraordinary speed, Noah's work is guided by a question that may become increasingly important for every family: How can we use the most advanced technology in the world to help people become more human — not less? How can technology create more space rather than more noise? More awareness rather than more distraction? More meaningful conversations rather than more superficial connection? More freedom to actually live?
For Noah, the opportunity isn't to use technology to replace the human journey. It's to use it intentionally — to help families discover what matters, turn dreams into action, preserve wisdom across generations, and spend less time managing the complexity of life so they can spend more time actually living it. His place within Legendcy also represents something larger: the next generation shouldn't simply be prepared to inherit what already exists. They should be invited to question it, reimagine it, and help create what comes next.
Brand & Creative Strategy
Nigel Wheatstone
Bring the vision into form without losing the truth that gave birth to it.
Nigel Wheatstone helps bring visions into form.
A veteran brand strategist and the founder of Vibrate Intention, Nigel has spent his career working at the intersection of strategy, creativity, technology, and human connection. His experience includes helping build global identities for organizations including Intel and Verizon, along with contributing his expertise to the Kennedy 2024 presidential campaign.
Yet the work that brings Nigel to Legendcy reaches beyond traditional branding. At the heart of his approach is a deeper question: How do you translate something you deeply feel into something others can genuinely experience?
Nigel describes his work as frequency architecture — bringing alignment between who you are, what you are creating, and how that creation is experienced by the world. That philosophy has a natural home within Legendcy.
Legendcy began as more than a business idea. It emerged as a deeply felt vision for a different way of living — one where wealth serves life, families create from the inside out, and success expands into greater awareness, connection, adventure, purpose, and contribution. Nigel helps give that vision language, form, coherence, and movement.
Through brand strategy, messaging, creative direction, and systems thinking, he helps ensure that the way Legendcy shows up in the world remains true to the intention at its center. His work helps bridge the space between an idea that can be difficult to explain and an experience people can immediately begin to feel.
Nigel's own philosophy reflects something deeply aligned with the Legendcy journey: the most powerful creations emerge when we stop performing who we think we should be and create from what is actually true. He believes meaningful brands are built through alignment — between vision and action, strategy and soul, intention and expression.
Within Legendcy, Nigel helps us ask: Does what we're creating truly reflect who we are and what we're here to make possible? His contribution is helping ensure the answer remains yes as the movement grows.
Our shared commitment
We Dream Together.
We don't believe extraordinary lives are built alone.
We believe relationships are the real measure of wealth.
That freedom is meant to expand life — not escape it.
That future generations need wisdom alongside assets.
That adventure, learning, and wonder are essential.
That contribution emerges most powerfully through presence and stewardship.
And that transformation becomes credible when we are willing to embody what we invite others to explore.
We aren't here to present a polished image of perfect lives.
We're here to live the questions.
To explore.
To grow.
To challenge one another.
To laugh.
To create.
To become.
And to walk alongside families who are ready to do the same.
One family. One experience. One new possibility at a time.
The invitation
Your Legendcy Will Not Look Like Ours.
And it shouldn't.
Your family has its own story.
Its own values.
Its own dreams.
Its own relationships.
Its own adventures waiting to be lived.
Our role is not to give you our answers.
It is to help create the space, awareness, experiences, relationships, and community that allow you to discover your own.
We're walking the path too.
Perhaps we walk a part of it together.