Trust Your Legacy

To Our Team

Our interdisciplinary team has one thing in common: we are relentless in our commitment to serving our clients with excellence.

Proactive Advice
Financial Advisors

Here For The Long Haul

At Legacy Financial we partner with you to simplify wealth management, providing tools that organize your assets and advice to help protect what you are passionate about.

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Meet Our Team

Michael J. Maisel, RFC, WMS

President, CEO, Founder

Paul A. Sartori, RFC, WMS

Founder, Partner

P. Trent Lucas

Founder, Partner

Laura Branum, EVP

Chief Finance and Operating Officer

Robby Kuhnhein, CFA

Director of Investments

Lisa Hemingway, CLU

Director of Insurance Services

Seth Sanborn, CFP®

Financial Advisor

Lars Meiman

Investment & Trading Associate

Justin K. Brown, CFP®

Financial Advisor

Lindsay Eveler

Client Services Associate

Kathy Starks

Financial Advisor

Jennifer Huber

Client Operations Associate

Matthew Aquilia, CFP®, CPA

Financial Advisor

Mike McWhinnie, CFP®

Financial Advisor

Maria Pour

Client Service Associate

Toni Tolle

Client Service Associate

Yvette West

Client Service Associate

Mitch Lampert

Financial Advisor

Madi Maisel

Operations Associate

Trust Your Legacy

To Our Team

Our team at Legacy Financial has decades of combined wealth management experience. We pride ourselves in providing ‘hands on’ guidance at a high level of integrity and confidentiality. As your financial professionals we will leverage our industry resources to assist in keeping you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your financial goals.

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