859-655-5225

Mitch Lampert

Investment and Trading Associate / Para Planner

Lay the Foundation

Mitch Lampert

Get To Know Mitch

He loves helping others grow their investments.

Personal Finance Experience & Education

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.  Outside of work, Mitch enjoys spending time with friends and family, playing golf, Cincinnati sports, and walking his dog Louie.

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    Legacy is focused. Always striving to be the best at what we do.

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Recognized By

  • Certified Financial
    Planner

  • Chartered Life
    Underwriters

  • Certified Public
    Accountant

  • Financial Planning
    Association

  • International Association of
    Registered Financial Consultants