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 […]
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. […]
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, […]
Mikey Maisel
Following his graduation from the University of Cincinnati, Mikey Maisel started working for a marketing company where helped financial professionals utilize video and modern technology to enhance their communication with their clients. Influenced by firsthand exposure to the financial industry, Mikey took a position at Fidelity Investments. For the next two years at Fidelity, he […]
Max Maisel
Max is a passionate Associate Advisor with a Bachelor of Business Administration from the University of Cincinnati. During his time there, he not only excelled academically but also demonstrated leadership as he led Young Life activities on campus. Max holds a private business certificate, underscoring his commitment to excellence in business. He is also Studying […]
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, […]