Meet the Team
Our team brings
decades of experience, knowledge, and wholehearted
dedication to our
clients’ best interests.
Patrick Furlong
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Patrick Furlong founded Legacy Investments & Real Estate to serve clients seeking to acquire replacement properties in a 1031 Exchange. Patrick holds a California Real Estate Broker’s License. His 30+ year career in commercial real estate finance and commercial real estate sales gives Patrick an exceptional perspective on the relative risks and rewards of different acquisition and financing alternatives. Patrick has proven to be invaluable in advising clients on how to prevent serious mistakes that could potentially cost hundreds of thousands of dollars.
patrick@legacyire.com
(916) 908-1031
Jamie Furlong
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As the Managing Partner 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 experience gained from her 250+ 1031 Exchange transactions as well as the full-spectrum access her dual securities licenses offer, Jamie creates custom investment strategies that align with her clients’ unique goals and needs. Recognized by her broker-dealer as the #13 top-producer overall in 2023 and the #1 top-producing female in 2022, Jamie is going above and beyond the status quo to set a new standard of expertise, service, and success in the real estate investment industry.
Committed to exemplifying the foundational values of Legacy both personally and professionally, Jamie regularly facilitates opportunities to share her 1031 Exchange knowledge with commercial and residential real estate groups, estate planning councils, and CPA associations. When she is not connecting with her clients or industry peers, Jamie enjoys maintaining an active role in her community. She is Chair of the Sacramento CCIM chapter, holds a position on the board of The Rotary Club of Sacramento Foundation, is the District Officer Secretary for Rotary D5180, and travels internationally for service projects. In recognition for her work in her community and beyond, she was the recipient of the CalCPA Sacramento Chapter’s Distinguished Service Award in 2023.
Jamie was named as a 40 Under 40 honoree by the Sacramento Business Journal in 2024.
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 she holds the position of Secretary for the Real Estate Committee at the University Club atop Symphony Towers, where she also serves on the Membership Council. She enjoys volunteering with the Financial Planners Association’s Pro Bono Program and the San Diego Zoo Wildlife Alliance.
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
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
Rachel Fisher
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Rachel brings over twelve 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 intentional strategy and inspired design. In her free time, Rachel loves traveling, hiking at national parks, and riding a tandem bicycle with her husband. She lives in Chicago.
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.
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 is located in Sacramento, CA.
We’d be happy to meet you in our office or virtually. Please reach out to schedule a meeting.
