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 […]
John Smith
With more than 25 years of investment management and financial planning experience, John is the lead portfolio manager for Legacy’s Protected Outcome Portfolios (POPs). John began his career as a financial advisor in 1998, holding positions at American Express Financial Advisors, The Vanguard Group, Fidelity Investments, and Edge Financial Advisors. Prior to joining Legacy, John […]
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 […]
John M. Wildern, CFP®, CEPA®
John leverages 25 years of portfolio management and wealth planning experience in leading the Legacy Protected Outcome Portfolios (POPs) and the firm’s long-standing partnership with the Fidelity Wealth Advisor Solutions (WAS) program. Protected Outcome Portfolios offer Legacy clients three unique, risk-managed separate account solutions that invest in either a customized series of structured notes or […]
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 […]