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.