Brad R. Zapp, RFC, WMS, CFP®, ChFC®
859-655-5232, zapp@legacyfinancialadvisors.com

Brad is in his 12th year in the financial industry.  He began his career with Fidelity Investments.  In 2001 he placed 2nd nationally among over 3000 brokers in Fidelity's annual sales contest.  Brad then took an advisory position with Lincoln Financial and was recognized as their "Most Outstanding Young Planner of the Year" for 2004.  In 2009 he was honored by the Northern Kentucky Chamber by being recognized with the 40 Under 40 Award.  Brad has continued to pursue additional educational and licensing credentials to help become an industry leading financial strategist including earning designations as a Registered Financial Consultant (RFC), Wealth Management Specialist (WMS), Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®).  Brad is a Registered Representative and an Investment Advisor Representative with NFPSI.

Brad graduated from the University of Kentucky. He also graduated from "Leadership Northern Kentucky" in 2004.  He has served on the Development council for the NKU College of informatics and is a Fellow at the University of Kentucky. Brad also served as the 2009 Chairman of the NPI Luncheon and is a former board member of the "SEMC Foundation", "New Perceptions", and the Covington Business Council Foundation. He has also been a special consultant to "The Point" and "The Shaun Alexander Foundation."  He and his wife, Michelle, have two daughters and reside in Union, Kentucky. 

Paul A. Sartori, RFC, WMS
859-655-5244, sartori@legacyfinancialadvisors.com

Paul is in his 27th year in the financial industry and is a senior financial advisor with Legacy Financial Advisors.  Before Legacy’s inception, Paul spent 21 years as a top financial planner with Lincoln Financial Advisors.  Paul has also recently earned designations as a Registered Financial Consultant (RFC) and Wealth Management Specialist (WMS). He has authored numerous articles and conducted various lectures at professional seminars on financial planning, estate planning and business succession topics.  His articles can be found in various local papers and magazines such as the Kentucky Post and the Cincinnati Business Journal.  Paul is a Registered Representative and an Investment Advisor Representative with NFPSI.

Paul is a graduate of the University of Kentucky.  After graduating, he spent two years as the Assistant Director of Development for Thomas More College.  Paul is the Chairman of the St. Elizabeth Foundation, a past President of the University Club of Cincinnati, and a past chair of the Fine Arts Fund of Northern Kentucky.  He and his wife, Beth, have three daughters and reside in Crestview Hills, Kentucky.  

Michael J. Maisel, RFC, WMS
859-655-5246, maisel@legacyfinancialadvisors.com

Michael is in his 12th year in the financial industry.  He began his financial planning career with Lincoln Financial Advisors.  In 2003 Lincoln recognized him as their "Most Outstanding Young Planner of the Year."   Michael has also recently earned designations as a Registered Financial Consultant (RFC) and Wealth Management Specialist (WMS).  Michael is a Registered Representative and an Investment Advisor Representative with NFPSI.

Michael graduated from Miami University in 1989 with a B.A. in business marketing where he was awarded the Business School’s “Student of the Year” as well as the “President’s Distinguished Student” award while he also played Varsity Basketball.  .  He also has a Masters in Theology from Fuller Theological Seminary.  Michael is on the board of directors for  the "Anthony Munoz Foundation" and is a volunteer leader with "Young Life".  Michael and his wife, Lisa, have two girls and two boys and reside in Wyoming, Ohio.  
 

P. Trent Lucas, RFC
859-655-5272, lucas@legacyfinancialadvisors.com

Trent is in his 17th  year as a financial advisor.  He has received many accolades throughout his career.  In 1997 he was recognized with an award as one of the nation’s most outstanding young planners.  In 2002 Trent received the “Planner of the Year” award for the Northern Kentucky and Greater Cincinnati area.  His success in the industry has continued to grow and in 2005 he was recognized as one of the top planners in the US. Trent has earned designation as a Registered Financial Consultant (RFC) and is a Registered Representative and an Investment Advisor Representative with NFPSI.

Trent is a graduate of Northern Kentucky University.  He is a past president of “The Point,” which is an association for Retarded Citizens of Northern Kentucky.  He and his wife, Ellen, have two daughters and reside in Union, Kentucky