Company

 

Legacy Financial Advisors was founded with the goal of assisting and advising our clients in each and every aspect of their financial situation.  We specialize in investments, estate planning, insurance, and risk management services.  Our purpose as an independent financial planning firm is to provide unbiased, goal oriented financial guidance to individuals, families, and closely held businesses.  We provide the most personal service available, thus earning a reputation for excellence in our industry.

 
Our firm consists of financial professionals with over 100 years of combined service experience.  We pride ourselves in providing ‘hands on’ guidance at the highest level of integrity and confidentiality.  As your financial professionals we will utilize our industry leading resources to assist in keeping you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your financial dreams.
 

 


 

Legacy Financial believes that educating our clients on all aspects of the investment environment is vital to successfully make prudent decisions concerning their current and future financial condition.  We do not sell any proprietary products nor do we receive financial reward for recommending one financial services product over another.  Thus we are completely focused on our client’s needs and desires.  Also, Legacy has established many professional alliances with various attorneys, accountants, health benefit providers, and insurance companies to ensure that we have an all encompassing plan to manage your wealth, assets, and well being.  We work on a fee basis and maintain our independence as your financial consultant.  If you have any questions or concerns regarding your financial situation, please do not hesitate to contact Legacy Financial Advisors.  Simply click on the “Contact Us” tab to the left and begin your journey towards a balanced financial future. 

 Biographies


 

Brad R. Zapp*

Brad is in his 10th 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 followed by the 5 Star Wealth Manager Award for 2010.  Brad has continued to pursue additional educational and licensing credentials to become an industry leading financial strategist including earning designations as a Registered Financial Consultant (RFC) and Wealth Managment Specialist (WMS).




Brad graduated from the University of Kentucky.  He also graduated from "Leadership Northern Kentucky" in 2004.  He is a board member of "New Perceptions" and the "SEMC 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*

Paul is in his 26th 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 Managment 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 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*
 

Michael is in his 11th 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 Managment Specialist (WMS).



Michael graduated from Miami University in 1989 with a B.A. in business marketing and received both the SPERS Marketing Student of the Year Award and the President's Distinguished Student Award.  He also has a Masters in Theology from Fuller Theological Seminary and is very involved in his church.  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*

Trent is in his 16th  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 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