Meet the Legacy Team

James W. Olsen, CFP

Jame4s W. Olsen, CFPJames Olsen (Jim) graduated from Louisiana State University with a Bachelor’s degree in Sociology. He began his financial services career in 1977 and received his Certified Financial Planner designation in 1983. Jim's areas of concentration include retirement planning, estate planning, and long-term care planning. Jim specializes in asset management for retirees and affluent individuals. He is a Registered Investment Advisor and a Registered Principal with Crown Capital Securities, L.P. and the branch manager for its Gretna office.

Jim has served on the board of directors for the Greater New Orleans Chapter of The International Association for Financial Planning (IAFP) for several years. He is currently a member of the Financial Planners Association (formerly IAFP). He has been a key speaker on Market Timing and Technical Analysis at Money Watch Live. Jim has also been featured in New Orleans City Business and in Investment News. Active in his community, Jim serves on the vestry of St. Philip’s Episcopal Church and on the board of directors for Youth Rescue Initiative, a non-profit organization committed to improving the quality of life for all citizens of New Orleans by creating structured opportunities and discipline for at-risk youth through the development of programs designed to build leadership, confidence, and instill life-long skills. In his leisure time, he enjoys playing baseball and golf. Jim resides in Belle Chasse, LA with his wife Mary, and their children.


Chad M. Tusa

Chad TusaChad Tusa is a graduate of the University of New Orleans. He holds a Bachelor of Science degree in Finance with a concentration in Investments. He currently holds a Series 7, Series 63, and a Life, Health, and Accident licenses. He specializes in corporate and small business finance as well as retirement planning for professionals. In his leisure time, Chad likes to play golf and softball. He currently resides in Metairie with his wife, Marianne, sons Gavin and Collin, and daughter Molly.



The Legacy Mission

Our mission is simple and straightforward.  We want to make sure your money lasts longer than you do.  Our success means you’ll always have an income and legacy to leave to those who matter most to you.

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