859-655-5225

Our Team

Our Family Helping Yours

Our firm family 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.

Meet Our Principals

These are the people at the helm of Legacy Financial.

Meet Our Team

Legacy cannot serve you without these fine folks.

Recognized By

  • Certified Financial
    Planner

  • Chartered Life
    Underwriters

  • Certified Public
    Accountant

  • Financial Planning
    Association

  • International Association of
    Registered Financial Consultants