It’s hard to recall another year in Legacy’s 23-year history that promised as much excitement as 2024. This summer, we’ll transition to a brand-new office space that will accommodate our recent growth and offer additional meeting space, comfort, and amenities for both clients and associates. We couldn’t be more excited for our move, so stay tuned for updates and the new address!
In the meantime, we’ve been fortunate to build on a recent trend of recruiting and hiring talented and like-minded associates who have allowed us to upgrade our service offering to clients.
On January 8th, Bethany Boschert joined the team as our Director of Operations. An eight-year veteran of the wealth management business, she began her career locally at a large firm in Kansas City. After three years, she joined a group of advisors who left to start their own firm where she served as their Director of Operations. In this role, she was responsible for a multitude of functions including client service, firm technology, vendor communication, and onboarding and training new associates. At Legacy, Bethany’s role will allow advisors and client service associates to focus more time on client needs and improve efficiencies in everything from compliance to IT. In short, she’ll help us focus more sharply on the processes and procedures our firm depends on to run each day. Her arrival is well-timed. You can read more about Bethany here.
On January 15th, we also welcomed Bryce Coy as a financial advisor. Bryce joins us after two years as an advisor at a boutique firm in Platte City, MO. He’s no stranger to serving as a navigator to others. Prior to his career in financial services, he was a professional pilot for 6 years. Bryce is sure to provide valuable capabilities to both the planning team and the investment committee. You can learn more about Bryce’s story here.
Nothing makes us prouder than the caliber of our team as professionals and the quality of their character as people. Bethany and Bryce are no exception. Because of them, and the strong delegation of young professionals we’ve been fortunate enough to attract, Legacy’s future is bright.
Happy New Year!