Terms of Use
Software Subscription Terms Fynancial, LLC These Software Subscription Terms (“Terms”) and the order form to which they are attached or incorporated (the “Order Form”, and collectively with the Terms this “Agreement”) are effective as of the date that the Order Form is fully executed (the “Effective Date”). This Agreement is by and between Fynancial, LLC […]
Privacy Policy
Platform Privacy Policy Legacy Financial Advisors Last modified: 1/04/2023 Introduction Legacy Financial Advisors (“Company” or “We”) respects your privacy and is committed to protecting it through our compliance with this policy. This policy describes the types of information we may collect from you or that you may provide when you use our Platform, as defined in […]
Madi Ochman
What makes Madi’s work at Legacy Financial so special is the focus and care she brings to each situation. She loves attending to the details of things. She works as a Client Service Associate as well as assisting in operations management and bookkeeping. In her work at Legacy she most enjoys the chance to apply […]
Yvette West
Yvette joined Legacy Financial in November 2015. She brings over 20 years of service experience in the financial industry and holds her Series 6 and 63. Yvette assists with all aspects of customer service at Legacy. Throughout her career, Yvette has gained various customer service experiences, from paraplanning and retirement services to individual investments. Her […]
Toni Tolle
Toni joined Legacy Financial in March 2018. She has over 15 years of experience in the financial industry. As Client Service Associate, Toni assists the financial advisors in anything pertaining to the needs of clients. Whatever the issue is, Toni is there to assist clients with any needs that may arise when it comes to […]
Maria Pour
Maria has 15 years of experience in Employee Benefit planning. She joined Legacy Financial in October 2015 after taking time off to raise her children. During her years spent as a stay-at-home parent, Maria was very involved in her parish and school. She continues to do so today. She has a Bachelor of Science in […]
Jennifer Huber
Coming from a large family, Jennifer has always worked well with others. It’s part of what makes her such a valuable member of the team at Legacy Financial. Her work ethic is an amalgamation of her second-nature competitive side from years of sports and a willingness to do whatever is needed at the time in […]
Copyright Notice
We do not authorize anyone to copy materials published on this web site for personal, commercial, or non-commercial use. The sites to which our site links remain subject to their own copyright notice. These materials cannot be distributed, modified, posted on a website, or used for public or commercial purposes. Permission to copy any portions […]
Disclosure
Legacy Financial Advisors, Inc. (“Legacy”) is an SEC Registered Investment Adviser. Legacy and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by the SEC and those states in which Legacy maintains clients. Legacy may only transact business in those states in which it is notice filed or qualifies […]
Lindsay Eveler
Lindsay assists in new account coordination, transfer of assets, and portfolio management. As a Client Service Associate, she handles all paperwork processing, administrative duties, basic financial functions, and general client requests. Lindsay fits so well in her role because of her incredible attention to detail and ability to get a task done swiftly and accurately. […]