The Legacy Group story
1967 is when the story really began. After leaving North American Life and Casualty, Edwin R. Johnson went to Woodward-Elwood as an equity research analyst before becoming a ‘stock broker’ for the same firm in 1968. From 1968 to 2018, Ed forged remarkable relationships with families and corporations throughout the Twin Cities and greater United States as an honest, trusted, and smart advisor guiding clients through the equity and fixed income markets. More than 30 years of Ed’s career was spent at RBC Dain.
After selling a business in 2000, son Dean Edwin Johnson joined Ed in 2001 at regional firm Piper Jaffray. Upon completing the requisite licensing and spending a year on ‘rookie row’, Dean and Ed formed Legacy Group in 2002 and worked together as a team for the next 16 years before Ed’s retirement in May of 2018; completing a 50 year run in the financial advisory business. In addition to being lead portfolio manager on Legacy Group, Dean is a liaison between CES (Corporate and Executive Services) and public/privately held companies looking for guidance and execution in services such as 10b5-1 plan execution and Form 144 filing; in addition to other institutional services.
Erica started her career at Dain Rauscher Minneapolis during July of 2000 in the Mutual Fund department. In 2003, her and her husband moved to Florida where Erica started working at a Regional investment firm. In Dec of 2007 Erica purchased, and operated, 6 hair solons of national recognition before selling them in 2012. In 2013 Erica moved back to the Twin Cities. In February 2014 she started a role in Annuity Operations at RBC WM. In April of 2016, Erica join Legacy Group as Senior Investment Associate acting as a first point of client contact within the team.
Today, that legacy lives on. In January of 2021, Dean brought on Matthew Kassera to serve as lead financial planner (carrying the Certified Financial Planner credentials) for the team. Matt spent 9 years at RBC and was an integral part of helping rollout the planning software to the 1800 advisors across the country.