What’s the driving force behind how Legacy runs? Our client service team!
Yvette, Maria, and Lindsay are smart, hardworking, big-hearted people who care about our clients and work to serve as a mission. They see clients as family and do everything they can to ensure clients get the best service possible. Their daily work includes collaborating with the investment team and financial advisors to provide seamless service to the clients. The goal is that clients don’t even realize they’re working with different teams.
We’re so thankful for our CSA team. Their mentality of excellence and their hearts for service make Legacy what it is.