Our Story
From Saving Lives
to Protecting Legacies
“From saving lives to protecting legacies.”
Legacy Shield Financial was built by two people who spent their careers showing up when other people needed help most. That background shapes everything about the way they approach financial education.
Tony Reddick and Janae Harris did not come to this work from a bank or a brokerage. They came from the frontlines — public safety and emergency medicine — where they saw what happens to families when preparation is missing. When the plan was not in place. When the protection was not there.
Legacy Shield exists to change that. Its mission is to educate first — to help families understand their finances clearly enough to make confident decisions — without fear-based pressure, without jargon, and without leading with a product.
The Founders
Two Professionals. One Mission.
Tony Reddick
Co-Founder & Licensed Financial Services Agent
Tony Reddick is a systems thinker whose professional background spans computer engineering, network engineering, coaching, athletics, NASM personal training, substitute teaching, public safety, and financial education. That range of experience is not accidental — it reflects a curiosity and a commitment to understanding how things work and how people can build something stronger.
In his years in public safety, Tony saw firsthand what a financial gap looks like in the worst moments of a family’s life. Those experiences became the foundation of his approach to financial education: start with the system, find the weak points, and build something that holds up when conditions are not ideal.
Tony does not default to a single analogy or a single lens. He draws from engineering, systems thinking, coaching, behavioral finance, and a lifelong commitment to learning to help families see their financial lives differently — and build them more intentionally.
Background
Computer Engineering & Network Engineering
Public Safety
Athletics & Personal Training (NASM Certified)
Coaching & Education
Licensed Financial Services Agent
Janae Harris
Co-Founder & Licensed Financial Services Agent
Janae Harris is an ER nurse, nurse practitioner, educator, mentor, patient advocate, mother, and financial-wellness educator. She has spent her professional life in some of the most demanding environments healthcare has to offer — and in those environments, she learned something that shapes every financial conversation she now leads: when people have clear information and a plan already in place, they navigate hard moments with far greater confidence and clarity.
That is exactly what she believes financial preparation should do for a family. Not remove every risk. Not predict every outcome. Simply ensure that when life changes quickly — and it will — the people she serves have already made the important decisions, organized the important documents, and had the important conversations.
Janae brings the same precision, care, and advocacy to financial education that she has brought to clinical practice. Her goal is always the same: for the families she works with to feel more prepared, more confident, and more in control of the future they are building.
Background
Emergency Room Nurse (ER RN)
Nurse Practitioner
Clinical Educator & Mentor
Patient Advocate
Licensed Financial Services Agent
What Legacy Shield Stands For
These are not marketing phrases. They are the principles that guide every conversation, every recommendation, and every educational resource Legacy Shield produces.
Education Before Recommendation
Every client deserves to understand their options clearly before making any decision. We teach before we recommend.
Principles Before Products
Financial products are tools. The principles that guide their selection must come first — always rooted in the client’s actual goals and situation.
Protection Before Performance
A strategy that cannot protect the household in a difficult year is not a complete strategy, regardless of the returns it has produced in good years.
Confidence Through Preparation
Financial confidence does not come from certainty about the future. It comes from being prepared for more than one version of it.
Legacy Over Transactions
Every financial decision is an opportunity to build something lasting. We measure success not by the products in a portfolio but by the legacy a family is building.
No Fear-Based Marketing
We do not use pressure, alarm, or urgency to move people toward decisions. We use education, clarity, and respect for their process.
Ready to Start
the Conversation?
A Safety Net Review is a complimentary educational conversation — no pressure, no obligation — designed to help you understand where your financial foundation is strong and where it might benefit from attention.
Schedule Your Safety Net Review
Not sure where you stand? Take the Financial Safety Scorecard →