Mitch Lampert, CFP®
Mitch graduated magna cum laude from the University of Cincinnati with a bachelor’s degree in Finance. Prior to joining Legacy Financial Advisors, Mitch held equities trading and investment guidance positions with Vanguard, spearheading several initiatives to save clients time while trading on the platform. He has experience on the technical side and the client-facing side, […]
Justin K. Brown, CFP®
Justin has over 18 years of experience helping clients with complex investment, retirement, estate, and distribution strategies. His role with Legacy Financial Advisors is to help clients reach a better financial situation with strength in comprehensive planning. Before joining Legacy, Justin worked at Fidelity Investments in Blue Ash, Ohio, and Covington, Kentucky. During that time, […]
Seth Sanborn, CFP®
Growing up, Seth always looked for the best in people, allowing him to see past exteriors and relate to anyone, regardless of how alike or different they are. This innate quality helps Seth understand the best way to motivate people on a personal level to help them achieve their goals. He’s a safe space for […]
Matthew Aquilia, CFP®, CPA
Matt has enjoyed his 28-year career helping corporate executives, business owners, and wealthy families with their financial and tax planning issues. He graduated summa cum laude from Kent State University with a B.B.A. in accountancy and has a master’s degree in taxation from the University of Denver. In addition, he maintains his CPA and CFP® […]
Mike McWhinnie, CFP®
Mike’s role as a Financial Advisor at Legacy Financial is to assist individuals and families in achieving their financial goals and simplifying their lives. His goal is to understand the investment, tax, and estate planning landscape and make sure his clients have a thoughtful, well-coordinated plan. He has over 23 years of experience in assisting […]
Lars Meiman, CFA
Lars joined Legacy Financial upon graduating magna cum laude from Northern Kentucky University with degrees in Accounting and Finance. He currently works as Research Analyst/Trader. With prior experience at Fidelity and Merrill Lynch, he knew that the investment management field was the career that he wanted to pursue. With an entrepreneurial spirit instilled by his […]
Robby Kuhnhein, CFA
Robby has over ten years of experience in the financial services industry and is the Director of Investments with Legacy Financial Advisors. His role with Legacy Financial Advisors involves overseeing all trading and research activity for the firm, such as investing idle cash, cash raises, and rebalancing. On the research side, this includes researching all […]
Laura Branum, EVP
Laura’s career in finance began when she was a student at the University of Kentucky, where she majored in finance and business management. She worked part-time in banking while earning her degree and gained a full-time position with Banc One after graduating. Eventually, she moved her career to the financial advisory world by working at […]
P. Trent Lucas
As a Partner I help my firm find new clients who desire to coordinate and simplify their financial lives. At Legacy Financial we believe that where your treasure is, there your heart is also. We begin by talking about those things close to your heart so that we can help you create your financial plan. […]
Paul A. Sartori, RFC, WMS
Paul’s role at Legacy Financial is to advise and counsel; not only the clients but fellow employees as well. And he’s certainly qualified to pass on his wisdom! Paul is in his 38th year in the financial industry and is a Senior Financial Advisor with Legacy Financial Advisors. Paul is a graduate of the University […]