Who We Are

NMLS: 101857 

Born and raised in New Hampshire, Rob lives in the Lake Sunapee region with his wife and their two children. Rob attended Kearsarge Regional High School and graduated from the University of New Hampshire. As a father of two teenage boys, he cherishes time spent outdoors with his family, skiing, biking, and boating in the Upper Valley’s pristine and plentiful recreational areas. 

Rob has been a loan officer since 1999, striving to offer exceptional, personalized service to each and every client to ensure a pleasant and successful experience. He specializes in Conventional & Jumbo loans as well as USDA, FHA, and VA. Here at Legacy Mortgage, we pride ourselves on having a wide variety of products to meet all your needs, whatever they may be.

Hobbies include: fishing (Bass & Tuna), traveling, playing the guitar, hiking in beautiful New England, skiing, and playing golf.

$1,016,000,000 funded, 3,673 loans, in 91 counties, over 23 years, across 3 states, for 2 companies, building 1 very rewarding legacy helping Upper Valley families make home ownership a reality.

Stacey was born and raised in the Upper Valley and currently lives in Canaan, NH. She is a graduate of Mascoma Valley Regional HS and attended the Center for Financial Training (CFT) and Keene State College. Stacey has been in banking since 1994 and entered the mortgage industry in 1996. She’s held many positions in lending, from servicing and processing to underwriting. In fact, you’d be hard-pressed to find anyone who knows their stuff better.

When not hanging with her Legacy colleagues in the office, Stacey loves spending time with her family and friends, being entertained by her cat Willow, watching sports, taking road trips, and enjoys reading, particularly anything by Stephen King.

NMLS: 2006191 

Born and raised in the Kearsarge area, Jake is a graduate of Eastern Nazarene College. Jake is licensed in New Hampshire, Vermont, Florida and Maine.

When Jake’s not securing licenses across the East Coast, you’ll find him serving as an assistant soccer coach for Lake Sunapee United’s soccer team. Jake is an avid skier, hiker, and soccer player, enjoying the abundance of outdoor activities the area has to offer. Recently, he took up the hobby of homebrewing craft beer. The entire office is looking forward to taking up the hobby of tasting his creations.

It’s a digital world out there and we’re here for it. From Google to Facebook, Katharine helps us stay connected.

Katharine grew up in southern Vermont and her husband and their 3 daughters now live in Lebanon, NH.

She graduated from Simmons University in Boston with a BA in Public Relations and Marketing Communications. She began her career at advertising agencies in Boston and Virginia before settling back in New England where she specializes in helping small businesses with their digital presence and online marketing.

What would any winning team be without a Mascot? Tonka the Office Dog is ours.

A French Bulldog by birth, his true talent is not only locating the most radiant sunbeam in the office but managing to fill every inch of it. He has a keen sense of when somebody needs to take five and insists on mandatory belly rubs and the occasional scratch behind the ear. He works for kibble and dog treats and can show you the best places to hide a squeaky toy anywhere in the Upper Valley.