Holly serves as an Associate Advisor and Behavioral Finance Specialist at Legacy, bringing a unique background in education, nonprofit leadership and financial planning to her...
Paige joined Legacy Financial Strategies as a Senior Client Service Associate, bringing several years of experience in financial planning operations, advisor support, and client service....
Kaylee joined Legacy Financial Strategies as an Associate Planner after graduating from Kansas State University with a degree in Personal Financial Planning. Before beginning her...
Jess grew up in Kansas City, Kansas, where she developed a passion for helping people and creating meaningful experiences for those around her. Throughout her...
Originally from Yankton, South Dakota, Brooklyn made Kansas City home in 2018. She earned her Bachelor of Business Administration with a finance focus from the...
Mike joined Legacy Financial Strategies in 2014 as the firm’s second CERTIFIED FINANCIAL PLANNER® practitioner and has since taken on the role of Managing Principal....
https://player.vimeo.com/video/1189749543?badge=0&autopause=0&player_id=0&app_id=58479 For over 18 years, Jacob has been guiding clients through life’s big financial decisions, helping corporate executives and families focus on what truly matters—enjoying...
With over 15 years of experience in financial services, Andrew has built a career helping business owners, executives, and families make informed financial decisions. He...
With over 25 years of experience in financial services, Chris believes that proactive and holistic planning is the key to building and maintaining wealth. Chris...