About Us

A Dedicated Team, Focused on Your Financial Future

At The Legacy Foundation, our work is rooted in experience, integrity, and long-standing relationships. For decades, our team of highly qualified and credentialed professionals has served individuals, families, and university professionals with thoughtful financial planning and disciplined investment guidance. Our advisors bring deep expertise, ongoing education, and professional certifications that reflect a commitment to excellence and fiduciary responsibility.

What truly defines us, however, is the way we work with people. We believe financial planning is personal, built on trust, and strengthened over time. Many of the clients we serve today are part of families we have worked with for generations—parents, children, and now grandchildren—each with evolving goals, responsibilities, and opportunities.

As an independent firm, we are free to provide advice tailored to each client’s unique circumstances. Our team-based approach ensures continuity, perspective, and care at every stage of life. Through decades of service to our community, we remain committed to helping families make informed decisions, preserve what they’ve built, and define the legacy they want to leave behind.

Meet our Team

Meet the Team

  • Judy Esau, ChFC, AAMS

    President

    Judy Esau, Founder and President of The Legacy Foundation, has served the university community for over 30 years. After moving to Charlottesville in 1984 and working closely with University of Virginia employees, she recognized the need for personalized guidance to help individuals navigate complex benefit plans and align them with family-focused financial goals.

    In 2006, Judy founded The Legacy Foundation to provide comprehensive financial planning and investment management grounded in independence and long-term perspective. The firm partners with Fidelity to support university retirement accounts and incorporates sustainable investment strategies. Judy has been a longtime member of LPL Financial’s Chairman’s Council and is an active member of the Women Presidents Organization.

    Judy holds multiple securities licenses and professional designations, including ChFC and AAMS, and remains deeply committed to serving families across generations. Outside of work, she enjoys biking, hiking, traveling, reading, and time with her children and grandchildren.

  • Patrick Hamilton

    Vice President

    Patrick brings a wide range of financial and operational experience to The Legacy Foundation. Prior to joining the firm, Patrick was an investment banking associate at Bank of America in the Financial Institutions Group.

    His experience covers buy-side and sell-side merger and acquisition transactions in the Bank and FinTech industries. As Vice President at The Legacy Foundation, he is responsible for building partnerships and growing relationships that will enhance the client experience. As a former Navy pilot, Patrick’s attention to detail and leadership skills enable him to also provide operational oversight at Legacy.

    Patrick holds a Master of Business Administration degree from the University of North Carolina Kenan-Flagler Business School and a Bachelor of Science degree from the United States Naval Academy. Patrick, his wife, and two daughters enjoy exploring the wonderful outdoor opportunities that Charlottesville has to offer.

  • Dana Anton

    Operations Manager

    Dana joined The Legacy Foundation in December 2024 and brings a wide range of skills including project management and client services. Prior to joining the team, Dana was a manager at CFA Institute and provided leadership for a variety of key products, candidate and member services, and personnel during her twenty-plus year career.

    Dana has a proven history of delivering exceptional customer service and optimizing processes to drive organizational efficiency. She received a degree in Business Administration and Management from the University of Phoenix.

    In her free time, Dana enjoys hiking with her husband and daughter, exploring new travel destinations, reading, and spending time with family and friends.

  • Marguerite Moon

    Manager, Marketing and Client Eperience

    Maggie brings a unique blend of financial services knowledge, operational leadership, and relationship-driven strategy to support clients and the firm’s continued growth.

    Maggie’s career began in finance at UBS Financial in La Jolla, California, where she built a strong foundation in client service and wealth management. She first joined The Legacy Foundation over 13 years ago, working alongside her mother, Judy Esau (founder and president), gaining early experience in holistic financial planning and the impact of meaningful client relationships.

    She went on to spend the majority of her career in franchise operations and executive leadership, leading large-scale growth initiatives, operational strategy, brand development, and customer experience across multi-state organizations. 

    Maggie is excited to return to The Legacy Foundation, where she can once again focus on the personal connections and lasting impact that drew her to financial services in the first place — helping clients feel supported, informed, and confident in their financial futures.

    Outside of work, Maggie enjoys traveling with her husband and their two young children whenever they can, making the most of time together and exploring new places as a family.