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
Diana Salinas
Elizabeth Olea
Abby Lehr
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.
Thought Leadership Team
Jason L. McMurtry, MBA
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Jason is the founder and Managing Partner of 1031 Capital Solutions, where he blends more than two decades of experience in the investment industry together with his real estate expertise to provide customized solutions for accredited investors seeking real estate investment opportunities. Through a consultative and collaborative process, Jason seeks to provide guidance and solutions specifically for investors who want exposure to real estate, real estate-backed investments and other tax strategies.
Prior to founding 1031 Capital Solutions, Jason held executive and sales positions at industry-leading firms including Steadfast Capital Markets Group, Berkeley Capital Securities, Grubb & Ellis, ING, Citigroup, Met Life and John Hancock.
In 1996 Jason graduated from University of California Santa Barbara with a bachelor’s degree in philosophy and holds an MBA from South University. He holds a California real estate license (BRE 01781509), a California insurance license (0B87761) as well as Series 7 (General Securities representative), 63 (Uniform State Securities Agent), and 65 (Uniform Investment Adviser) securities registrations.
A Southern California native, Jason has lived in the San Diego area for most of the last 20 years. He enjoys surfing, sailing, golfing, snowboarding, jiu jitsu, spending time with his wife Michelle and two children, and has completed two Ironman triathlons.
Richard D. Gann, JD
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Richard (Rick) Gann is a graduate of UCLA and California Western School of Law. He has been a member of the State Bar since 1997. While finishing law school and studying for the bar exam, Rick befriended his then-neighbor, Jason McMurtry. Rick and Jason have worked together, with few interruptions, for over 20 years.
Before transitioning to financial services, Rick practiced law for nine years in the fields of real-estate taxation and estate planning. Rick proudly helped numerous clients manage taxes on their real-estate holdings and investments. Rick’s inspiration for helping property owners came from his grandfather, Paul Gann, author of California’s Proposition 13, which lowered property taxes and sparked a nationwide movement of fiscal conservatism.
In 2006, Rick joined Jason at Grubb & Ellis, fka Triple Net Properties. As an attorney and licensed real-estate broker, Rick developed and supervised a retail division of the company, offering 1031-exchange solutions through a network of commercial brokers across the country.
Later, at Steadfast Companies, Rick helped lead a capital markets team that raised over $1.5 billion from individual investors to acquire over 100 apartment communities across the South and Midwest. Rick also helped create a new 1031-exchange program, designed for individual investors seeking to co-invest in REIT-owned properties.
Subsequently, Rick was President of the Stira Alcentra Global Credit Fund, which merged in May 2019 with the Priority Income Fund. Rick has been an active member of both the Institute for Portfolio Alternatives (IPA) and Alternative & Direct Investment Securities Association (ADISA) since 2007.
Rick and his wife, Amy, live in Portland, Oregon and also spend a great deal of time in the Seattle area. The Ganns have one son, currently attending college.
Michael Wolff
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As a Vice President of Investments with 1031 Capital Solutions, Michael is responsible for working with clients to educate and assist them with passive replacement property solutions for 1031 exchanges.
Michael Wolff is responsible for educating and assisting clients regarding passive replacement solutions for 1031 exchanges. He has 11 years of sales experience including roles with Pacific Oak Capital Markets and KBS Capital Markets Group syndicating real estate offerings. Michael holds his FINRA Series 7 (General Securities representative) license and Series 63 (Uniform State Securities Agent) license. He lives in the Denver area.
Jacob Driver
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Leveraging over 15 years of experience in both financial services and real estate, Jacob brings a depth of knowledge and unwavering dedication to his role as Vice President of Investments at 1031 Capital Solutions.
His career began in the financial sector, where he honed his analytical skills at esteemed institutions like Wells Fargo Advisors. This strong foundation seamlessly transitioned into the world of real estate, where he worked with top brands like Compass, RE/Max, and Pacific Sotheby’s. Over the years, he mastered the intricacies of the residential market, developing a keen understanding of buying, selling, negotiation, and marketing.
In 2022, Jacob transitioned his focus to investors, leveraging his expertise to guide them through 1031 exchanges. He excels at educating clients and meticulously assists them in finding the optimal replacement properties. This dedication to client success, fueled by his diverse background, ensures exceptional service and support for every investor he partners with.
Jacob is a fifth-generation San Diegan, with a Finance degree from San Diego State University. There, he not only excelled academically but also thrived as a scholarship athlete on the school’s football team. Beyond his professional accomplishments, Jacob finds immense joy in his family life. Together with his wife, Alyssa, they are raising their daughter, Poppy, and their son, Micah.
Brad Kahan
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Brad Kahan is a seasoned investment sales specialist with over a decade of experience in the alternative investment industry. For the past six years, he has focused on 1031 Delaware Statutory Trusts (DSTs), developing and implementing effective sales and marketing strategies for a leading real estate investment sponsor.
His expertise has fostered strong relationships with investment professionals and accredited investors, ensuring successful capital fundraising and client satisfaction.
Recently, Brad joined 1031 Capital Solutions, where he continues to leverage his extensive knowledge in tax-advantaged real estate investment offerings. At 1031 Capital Solutions, Brad is dedicated to navigating the complexities of the 1031 exchange DST landscape, providing exceptional support and guidance to clients.
Brad holds his FINRA Series 7 and Series 66 securities license.
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.
