Nathan Salyers, Associate Advisor
859-655-3868, salyers@legacyfinancialadvisors.com
 
Nate joined Legacy Financial Advisors shortly after the company was established in late 2005.  Prior to Legacy, Nate served as the president of a 100 employee company.  This experience provided him with the insight and understanding of obstacles facing small business owners and executives today.  Nate specializes in personal financial  planning for individuals and closely held business owners including advising corporate clients with the establishment and monitoring of their employer sponsored retirement plans, business succession planning and risk reduction programs.  In his spare time, Nate enjoys golfing, playing basketball, spending time with friends and family, and attending as many University of Kentucky and Cincinnati Reds sporting events as possible.  

Laura Branum, Vice President  
859-655-3865, branum@legacyfinancialadvisors.com

Laura is a graduate of the University of Kentucky where she majored in finance and business management. She brings to Legacy over 15 years of experience in the financial service industry and holds her Series Licenses 7 (General Securities Representative), 63 (Uniform Securities Agent State Law Exam), 51 (Municipal Fund Securities Principal), and 24 (General Securities Principal).  As Vice President, Laura manages the day to day operations including, but not limited to, human resources, company financials, and building operations. She resides in Walton, KY with her husband Matt and three children, Drew, Paige and Amber . When Laura is not running the office she enjoys volunteering at church and school, coaching soccer, and being active outdoors.

Kathy Starks, Client Relationship Manager 
859-655-3875, starks@legacyfinancialadvisors.com

Kathy brings to Legacy over 30 years of experience in the financial services industry.  Kathy holds Series 7 (General Securities Representative) and 63 (Uniform Securities Agent State Law Exam) licenses.  While Kathy has been with Legacy since its inception and has worked directly with Paul Sartori, she was recently promoted to Client Relationship Manager.  Her focus will be on creating a better client experience including improving client communications, events, educational meetings and coordination of staff and partners to deliver the best service possible to Legacy clients.  Kathy enjoys motorcycling, snow skiing, hiking, gardening and volunteering. She resides in California, KY with her husband Greg. 

Adrian M. Schau, Wealth Plan Specialist   
859-655-3864, schau@legacyfinancialadvisors.com

Adrian became a recent addition to the Legacy team in June of 2010. His responsibilities include conducting investment strategist research, and managing the firms’ technology resources.  Prior to joining Legacy, Adrian worked as an investment analyst with Brighton Jones specializing in investment manager selection, asset allocation, client portfolio construction, and performance reporting.  Adrian graduated cum laude from Villanova University with a B.A. in finance and went on to play baseball professionally with the Cleveland Indians organization.   Adrian enjoys watching sports, playing golf, and spending time with his family.  He is currently a LII Candidate in the CFA Program and lives in Madeira, OH with his wife and two young children.

Leslie Ward, Financial Administrative Assistant 
859-655-5225, ward@legacyfinancialadvisors.com
 
Originally from Alabama, Leslie graduated in 2003 from Troy University with a Masters of Science in Human Resources Management. She has 9 years of experience of support in the financial industry. Her focus with Legacy Financial is to provide administrative and client support to all four Principals. Leslie lives in Erlanger with her husband, Kyle, and their son, Jackson.

Linda Thayer, Insurance Coordinator   
859-655-3870, thayer@legacyfinancialadvisors.com

Linda began her career in the financial industry with Lincoln Financial in 1995.  Starting out as a file clerk, she worked her way up to an insurance coordinator.   Linda is responsible for processing all new insurance business while providing service to existing policy holders.  Linda is often referred to as the “Mom” of the office.  She looks after our clients and our staff with great care.   Linda resides in Green Township, OH with her husband Frank.  She enjoys gardening, volunteering for her church and praying (or is it begging) for grandchildren one day.

Susie A. Arling, Client Services Associate   
859-655-3863, arling@legacyfinancialadvisors.com

Susie recently joined Legacy in May of 2010. She is a graduate of The Ohio State University and is originally from Canton, Ohio. Bringing to Legacy a wide range of work experience, her most recent was with Fidelity Investments where she specialized in excellent customer service.  Susie supports the office staff with many different tasks including marketing projects and administrative duties while maintaining the front office and greeting our clients. She resides in Indiana with her husband and enjoys painting, cooking and spending time at the lake.

Jennifer Huber, Tax Services Specialist
859-655-3860, huber@legacyfinancialadvisors.com

Jennifer is a graduate of the University of Cincinnati where she majored in accounting. After graduating she worked for KPMG for 5 years during which time she acquired her CPA* license.  As Legacy’s Tax Services Specialist, Jennifer is available from mid December until the end of April to serve proactively as a liaison between our clients and their tax advisors. During her off time Jennifer enjoys training soccer teams, spending time with her family, and enjoying outdoor activities.  She resides in Mason, OH with her husband Matt and 4 children, Josh, Nikki, Ashley, and Ally.