859-655-5225

Yvette West

Client Service Associate

Lay the Foundation

859-655-5218
Yvette West

Get To Know Yvette

Yvette takes pride in providing excellent service to our clients as well as support to our advisors at Legacy.

Personal Finance Experience & Education

Yvette joined Legacy Financial in November 2015. She brings over 20 years of service experience in the financial industry and holds her Series 6, 63 and Life & Variable Life insurance licenses. Yvette assists with all aspects of customer service at Legacy. She lives in Walton, KY with her husband Jason and their two daughters. Outside of the office, she enjoys watching her girls in their activities and sports, spending time with family and friends and volunteering with the youth at her church.

Recognized By

  • Certified Financial
    Planner

  • Chartered Life
    Underwriters

  • Certified Public
    Accountant

  • Financial Planning
    Association

  • International Association of
    Registered Financial Consultants