THE MONEY & LEGACY TEAM
The Money & Legacy Team is a team of Financial Professionals, Real Estate Professionals, CPA’s, Attorneys, Lenders, Investors, Entrepreneurs, Mentors, and Coaches.
OUR ULTIMATE GOAL
To transform the way that people internally believe, feel, and connect with their money and legacy by helping them create more positive personalized experiences through the right education and implementation so that they can live free and happy.
MISSION & PURPOSE
The mission and purpose of The Money & Legacy Team is to empower families to become more confident and consciously aware of how to become better leaders over their money and legacy. We do this through education and helping families implement the proper investing towards asset and cash-flow creation, while assisting them with the proper utilization, protection, and transfer of those assets and cash-flow creation for generational wealth.
FINANCIAL PLANNING
Stop letting financial uncertainty steal your sleep and sabotage your dreams. Whether you're lying awake at 3 AM worried about retirement, feeling overwhelmed by conflicting money advice, or secretly fearing you'll never achieve the lifestyle you've worked so hard for, you don't have to navigate this alone. Our proven Financial Independence Tracker process transforms your money chaos into a clear, step-by-step roadmap that finally gives you the confidence and peace of mind you deserve—so you can stop worrying about "what if" and start living the life you've always envisioned.
INVESTING
Your biggest fear isn't missing out on market gains—it's watching your hard-earned wealth disappear over time when the market crashes. The old playbook of "buy and hold" with static portfolios has failed investors repeatedly leaving them defenseless against major market downturns while limiting their upside potential. Through our cutting-edge Fintech platform and innovative investment management programs, you gain access to hundreds of dynamic strategies and sophisticated products that actively protect your downside during severe market declines while still capturing significant gains when markets rise—because when it comes to your financial future, the best offense truly is an amazing defense.
GENERATIONAL WEALTH
You've worked too hard building your wealth to watch it disappear within a generation or two due to taxes, poor planning, or family conflicts. Our proprietary Infinite Legacy Blueprint™ goes beyond traditional estate planning to create a comprehensive, multi-generational wealth transfer strategy that protects and grows your family's financial legacy for decades to come. Through this proven framework, we help you establish the structures, education, and governance systems that ensure your wealth doesn't just survive the transition to the next generation—it thrives and continues building upon the foundation you've created.
WHAT WE DO, WHO WE SERVE, & HOW WE DO IT.
We partner and work with forward-thinking individuals, families, and businesses who refuse to settle for average financial outcomes and are ready to transform their relationship with money and legacy forever. Through our proven educational approach and comprehensive 7 Steps to Financial Independence framework, we guide you from clarifying your deepest mission, dreams, and goals in Step 1 all the way to Step 7, where we prepare your entire family to receive, manage, and multiply generational wealth. If you're tired of cookie-cutter financial advice and ready to design, grow, and protect a legacy that allows you to live an extraordinary life while securing your family's financial future for generations, then you've found the right team to make it happen.
THE MONEY & LEGACY TEAM'S
PARTNERSHIPS AND BOARD OF DIRECTORS
The Money & Legacy Team is a team of financial professionals, real estate professionals, CPAs, attorneys, lenders, investors, entrepreneurs, mentors, and coaches. As a financial services company, we decided to create strategic trusted partnerships for our community. We do this through a concept called our B.O.D.
Our Board of Directors is an alliance we've created with other amazing specialists and professionals that will enhance and enrich our community in different aspects of their lives. We not only care about you and your family's financial well-being, we also care about their mental, emotional, and physical health.
While working with a lot of high-income earning entrepreneurs, executives, professionals, and consultants, our team noticed a trend. While some of our clients achieved success in some areas of their lives, they were losing in other important areas. We call that lopsided success when you're winning in your finances, but in your family or health you're losing. Our goal is to help our community create what we call ultimate success. We not only decided to partner with specialists in the financial realm like CPAs, attorneys, advisors, lenders, and real estate professionals, we brought on professionals from licensed therapists to fitness, business, and family coaches.
ARE YOU A LICENSED FINANCIAL PROFESSIONAL LOOKING TO JOIN THE TEAM?
If you are a licensed financial professional or looking to become a licensed financial professional and would like to join a powerful community of skilled financial and business professionals, click the button below to learn more.
FINANCIAL SERVICES OFFERED
Life & Health Insurance
With over 80 companies we have access to, our clients will have the opportunity to get placed with the right carrier for the solution that works best for them.
Investment Advisory Services
Experience the benefits of tactical management with access to hundreds of strategies and a wide variety of products that provide you with an edge in the market.
Retirement Planning
Taking a defensive and offensive approach, we craft creative ways to help you reach your retirement goals to give you the confidence you need to focus on the more important things in life.
Cash Flow Management & Debt Elimination
Helping you increase and manage your cash flow while eliminating debt with our F.I.T. (Financial Independence Tracker) process helps you regain trust and control so that you can finally become a master over your money.
Estate & Generational Wealth Planning
From basic to advanced estate planning, we help you create the infrastructure needed to protect and pass wealth seamlessly to and through generations.
Leverage Planning & Advanced Markets Strategies
Using leverage and advanced market strategies helps our high income and net-worth clients maximize their earning potential to create positive arbitrage while dual purposing their money.
MEET THE TEAM
MEET OUR BOARD OF DIRECTORS
Dre Parker Contact
Phone:
404-207-6604
Email:
clients@workwithdreparker.com
Andre L. Parker
"Dre Parker"
Investment Advisor Representative CRD#: 6733572
Insurance Broker/Agent
NPN 17775631
"Money Legacy & Life Coach"
Meet Dre Parker, a powerhouse triple-threat who transforms lives through strategic wealth building, generational legacy planning, and breakthrough mindset coaching. As an Investment Advisor Representative with Global View Capital Advisors, Dre leverages cutting-edge Fintech and tactical money management to dynamically optimize client portfolios. His expertise earned him a featured spot on the Fox 5's financial segment on The Portia Show in 2023.
For over a decade as a Money Legacy & Life Coach, Dre has empowered families to design, grow, and protect their money and legacy using his signature Infinite Legacy Blueprint™—a strategic framework that creates financial success and fulfillment across generations. Along with his Infinite Legacy Blueprint™, he uses a proven 7-step system that guides his clients toward true wealth and financial independence with his Financial Independence Tracker.
As an Accelerate at Life Coach, Dre goes deeper, using PSYCH-K®, a type of energy psychology that helps eliminate limiting subconscious programs that sabotage success. By increasing clients' Positive Intelligence and mental fitness, he helps align their minds with their biggest goals and dreams.
With 25+ years of entrepreneurial experience across multiple industries, this devoted family man and community activist doesn't just talk transformation—he lives it. Married to his wife Lashonda for 24 years and father to three wonderful children, Dre's mission is simple: be of service while continuously improving himself and the lives of those around him.
Paul Conti Contact
Phone:
856-905-7040
Email:
pkc.thegeneral@gmail.com
Paul K. Conti
Mortgage Originator
"Perspective Coach"
Paul Conti is the million-dollar mindset architect who turns vision into velocity. When entrepreneurs need to shatter their growth ceiling, they call Paul Conti—the Perspective Coach who doesn't just change how you think, he revolutionizes how you see opportunity.
As both a high-octane perspective coach AND seasoned mortgage originator, Paul possesses a rare combination that's pure gold for business growth.
The "Paul Conti Difference" is you experiencing your business merging to a place where psychology meets profit. Paul and his elite team don't just secure loans—they architect financial strategies that fuel exponential growth. Paul's audiences don't just leave inspired. They leave equipped—with new neural pathways for success AND the lending solutions to scale their real estate opportunities and business ventures at lightning speed.
Paul has the "Firework Effect": His perspectives don't just inspire—they ignite. Like a spectacular firework display that leaves you mesmerized, Paul's insights create those jaw-dropping "aha!" moments that fundamentally shift how you approach every aspect of your business. While always thinking about revenue first, every breakthrough perspective comes with a direct path to increased profits and scalable growth. Paul doesn't deal in feel-good fluff—he delivers actionable strategies that add zeros to your bank account. Ready to experience the perspective shift that can change everything? Your breakthrough—and your audience's transformation—is one conversation away.
Hakiim Herring Contact
Phone:
404-496-8198
Email:
success@hakiimherring.com
Hakiim Herring
Real Estate Broker & Investor
"Your Real Estate Partner"
I am Hakiim Herring, known as “Your Real Estate Partner.” With over two decades of experience in the Commercial, Residential, and Creative Real Estate industry, I have garnered accolades as an award-winning Real Estate Broker, Author, Investor, Entrepreneur, and Mentor. My journey has been marked by determination, integrity, and strategic mentorship, earning me a reputation as a seasoned leader in the field.
Leader of Wealth Partners within the Wealthy Group, I’ve facilitated real estate transactions totaling over $500 million in the past 20 years. In addition to my professional success, I actively contribute to my community as a volunteer with Hands-On Atlanta and the Hosea “Feed the Hungry” Campaign. I’m also proud to be a member of the World Environmental Organization, a public speaker with Toastmasters International, and a member of the Young Bucks Atlanta organization and the Atlanta Black Chamber of Commerce.
With a passion for mentoring, I have successfully guided numerous clients in real estate investing, changing lives along the way. If you’re reading this now, I believe you too are destined for more. Reach out, and let’s connect for success.
Dr. Curtis D. Jasper
Counseling Psychologist
TEDx Speaker — Wellness Expert
5x Author — Corporate Consultant
Dr. Curtis D. Jasper is a transformational leader, behavioral scientist, and executive strategist whose expertise bridges psychology, mental health, and organizational leadership. As Chief Executive Officer of I AM International, Inc. and The Jasper Consulting Group, Inc., he founded The Expansion Group and The Men’s Wellness Circle as community initiatives. Dr. Jasper has devoted his career to advancing human potential by integrating behavioral science, executive strategy, and holistic well-being.
With a distinguished background in psychology, therapy, and mental health advancement, Dr. Jasper brings a unique lens to leadership—emphasizing the critical connection between mindset, decision-making, and sustainable success. His work has influenced individuals and organizations across sectors, helping leaders cultivate cultures of accountability, equity, and emotional intelligence that drive both performance and profitability.
As a member of the Board of Directors, Dr. Jasper contributes a rare and vital perspective—one that aligns human behavior with business intelligence to promote long-term value creation, strategic innovation, and organizational resilience.
Tamarra Stuppard-Wood
Licensed Georgia Bar (2012)
Probate — Estate Planning Guardian/Conservator
Tax Attorney
Tamarra Stuppard-Wood is a Georgia State Law School graduate who also holds a Master’s in Accountancy with a specialization in Taxation. She is passionate about legacy planning and protecting families—viewing her work as her life’s purpose—and strives to reach all communities by bringing families together through intricate planning.
Tamarra serves as a licensed fiduciary Administrator, Conservator, and Trustee, and she handles matters ranging from complex to basic estate planning. Outside of her professional role, she enjoys spending time with her three beautiful children: Angelice, Gabrielle, and Makial.
Tamarra Stuppard-Wood is a Georgia licensed attorney with a distinguished background in tax, estate planning, and guardianship law. Tamarra also specializes in guardianship, conservatorship, and probate administration advocacy, serving as an administrator, conservator, or advocate to assist clients with will and trust disputes, incapacity planning, and related tax compliance.
As a devoted mother to her three children, Angelice, Gabrielle, and Makial, she is passionate about leaving a legacy of wealth, health, and strong family ties, and she actively mentors youth on financial literacy and family planning through educational seminars at schools, elder facilities, and churches.
Money is just a tool, you decide how to use it. You are the architect throughout your financial journey, so make sure you are building something meaningful. Legacy is something that you live now. In order to leave something meaningful behind, YOU must live something powerful going forward.
Dre Parker
CEO & FOUNDER
FREQUENTLY ASKED QUESTIONS
How much do you charge ?
We have a complimentary first meeting to complete your Financial Independence Tracker form with you. This is our 7-step process towards financial independence. This helps us discover your goals, dreams, and challenges around your money and legacy along with helping us educate you on the unforeseen threats. Once we decide if we can help, and whether it's a good fit for us to work together, we discuss next steps, which include implementing the solutions and how we get paid to help you implement them. This complimentary first meeting process may take 30 minutes to 1 hour.
Are you licensed ?
Yes. We are licensed professionals that take a fiduciary approach to serving our community. You will notice some team and board members have different licenses to serve the many needs of our community. If you notice a CRD (Central Registration Depository) number under someone's name, that's the 7 digit identifier for a financial advisor that gives you licenses, employment history, qualifications, and disclosures. If you see NPN (National Producer Number), it is a 10 digit identifier for insurance professionals to track and manage licensing information across state lines.
I noticed you have several different services you offer. If my situation requires a specialist, would you be able to assist me?
Yes. We have created a Money & Legacy Meritocracy, which is a skilled team of individual professionals who specialize in their unique field to assist our community in becoming better. If we can't assist or help you with your unique situation, we will be honest and refer you out to someone within our network.
I don't think I'm ready for a financial advisor. Should I wait until I am in a better financial place before I reach out?
No. The worst thing that you can do is to stay stuck in your own structure of knowing. Many people feel guilt and shame towards their financial situation, so our responsibility is to reassure and empower you to know that you are good enough to change your situation. We work with clients that earn forty thousand a year to clients that earn half a million a year. Meeting with one of our professionals will be beneficial, even if you aren't ready to start investing and building wealth. Our job is to complete the F.I.T. (Financial Independence Tracker) form complimentary and to educate you on what you need to do to start your journey, and we will be here when you are ready.
Do you work with high-net worth individuals?
Yes. We have a specialized team that helps our high-net-worth individuals from wealth management to advanced planning. This team has over 40 years experience in the financial services industry.
What if I only would like to use someone within your network not a part of the financial services you offer, like a real estate agent, lender, business coach, or therapist ?
You can absolutely do that. In fact, we encourage you to do so because our community is bigger than money. Most people have other challenges outside of money and remember, money only solves money problems.
Do you work with reputable companies ?
Yes. We work with top A-rated companies that have financial stability and strength that has been around for over 100 years. We know how important your money is, and most people work really hard for it. We want to make sure we use companies that have and will be around for the next 100 years.
Can you help manage my retirement at work?
In most cases, yes. We work with lots of custodians and retirement plans that allow third-party money managers and advisors to provide advisory services for our clients retirement accounts.
Do you offer annual reviews for your clients?
Yes. We believe in annual reviews so much we put them in our 7-step Financial Independent Tracker as one of the steps. We also teach our clients that they are responsible for annual reviews with their legal, tax, and financial professionals. Empowerment over your money and legacy requires you to take radical responsibility over your money and legacy.
I've been picking my own stocks and retirement portfolio, why do I need an advisor?
Ninety-nine percent of the time after we meet with a client that handles their own investments, they find out there's a huge difference in what we do. Picking your own stocks and building your own retirement portfolio in a buy and hold strategy isn't the same as tactical asset allocation and active money management.
How do I know I can trust you or your team to do the right thing for me and my family?
We are fiduciaries who believe in building long-term relationships and trust with our clients. We take a holistic approach of not only explaining to you the good about a product or plan, but also the bad about a product or plan. Let's be honest, there isn't a such thing as the perfect product or plan. If it were, our team wouldn't have a job. We also notice that with clients that have a hard time trusting professionals, it is typically because of their past money traumas and experiences. The lack of understanding and financial literacy causes most people not to trust because they feel uncertain that they can or will make the best choices for their lives financially. We lead with education first, identifying your specific money and legacy challenges, providing the solutions that will work best for your situation, and then we finish the process by helping you implement and sustain your personalized plan.
Disclosures
DISCLAIMER: The views and opinions expressed on this website are those of the authors and do not necessarily reflect the official policy or position of Global View Capital Advisors. LLC (GVCA) or any of its affiliates.
DISCLAIMER: The views expressed herein are exclusively those of [Andre L Parker] and do not reflect the policy or position of GVCA. The content is not meant as investment advice and are subject to change. No part of this report may be reproduced in any manner without the express written permission of [Andre L Parker]. Information contained herein is derived from sources we believe to be reliable. However, we do not represent that this information is complete or accurate, and it should not be relied upon as such. All opinions expressed herein are subject to change without notice. This information is prepared for general information only. It does not have regard to the specific investment objectives, financial situation and the particular needs of any specific person who may receive this report. You should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed or recommended in this report and should understand that statements regarding future prospects may not be realized. You should note that security values may fluctuate and that each security’s price or value may rise or fall. Accordingly, investors may receive back less than originally invested. Past performance is not a guide to future performance.
DISCLAIMER: The views expressed on this website are my personal views. They do not represent (nor are they intended to represent) the positions, opinions or policies of Global View Capital Advisors, LLC. (GVCA) or any of its affiliates.
ABOUT US
The Money & Legacy Team is a team of Financial Professionals, Real Estate Professionals, CPA’s, Attorneys, Lenders, Investors, Entrepreneurs, Mentors, and Coaches.
© Copyrights by Askim Financial & Legacy Group LLC. All Rights Reseved.