Legacy Capital is proud to announce the promotion of Jessica Sorg to Vice President of Operations & Administration and Director of Life Underwriting.
This promotion reflects Jessica’s leadership, operational expertise, and the critical role she plays in supporting both the advisory team and the families we serve. Her ability to bring structure, efficiency, and strategic insight to complex processes has strengthened the firm’s foundation and enhanced the overall client experience.
Since joining Legacy Capital, Jessica has been instrumental in refining internal systems, elevating administrative workflows, and guiding sophisticated life insurance underwriting strategies with diligence and care. She works closely with carriers, advisors, and clients to navigate underwriting requirements and case design, helping ensure thoughtful and well-executed protection planning.
“Jessica has become an indispensable leader within our firm,” said Matt Jones, President of Legacy Capital. “Her attention to detail, commitment to excellence, and ability to manage complex underwriting and operational processes give our advisors and clients tremendous confidence. This promotion is a reflection of the impact she makes every day.”
“I have worked closely with Jessica on a daily basis for over 20 years here at Legacy Capital and have watched her grow into one of the most admired life underwriters in our business nationally.” Said Jason Prather, Managing Principal of Legacy Capital. “She is a tremendous asset to the firm and our clients and has been recognized for her leadership and excellence in life underwriting by multiple life insurance carriers, as well as her peers within the business as a whole.”
In her expanded role, Jessica will continue to oversee firm-wide operations and administration while leading the firm’s life underwriting strategy, supporting scalability, consistency, and excellence as the firm continues to grow.
Please join us in congratulating Jessica on this well-deserved promotion. We look forward to her continued leadership and positive impact at Legacy Capital.