Legacy Financial Group Information
Contact top employees from
Legacy Financial Group
Summary
Legacy Financial Group is a resource to help you make informed financial decisions that over time will help you create a legacy that transcends your net worth...a legacy of financial freedom....Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Founded
2001
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Legacy Financial Group shows a diverse range of experience levels:
3% have been with the company for less than 1 year8% for 1–2 years5% for 3–4 years10% for 5–7 years8% for 8–10 years67% have over 11 years of service at Legacy Financial GroupEx-employees positions
In Company
In New Company
Contact top employees from
Legacy Financial Group
Erica Rohde
Senior Relationship Manager
Larry Herron
Life Insurance Specialist
Victoria Valadez
Agent | Client Coordinator
Scott Nelson
Financial Advisor and Partner
Mike Navizy
Financial Advisor
Chad Terry CFP®
Chief Executive Officer
Kathy Krogmeier
Marketing Specialist
Koby Brand
Financial Consultant & Owner
Rhonda Kletter
Marketing Asst.
Linda Lecce
Administrator Assistant
Kylee De Boer
Client Operations Representative & Events Assistant
David Pavlik
Broker
Douglas Potash
Vice President and Wealth Advisor
Bill Elson
CFP®
Jessica Aide
Office Manager
Julie Strull
Financial Advisor Assistant
David Ortiz
Life Insurance Specialist
Dianne Phillips
Administrative Partner
Lisa Blackburn
Executive Administrator
David Fein
VP of Secondary Marketing
Tamara Smith
Financial Advisor
Ann Cooper
Financial Advisor
Jason McCranie
Financial Services Representative
Shane Heddy
Director of Planning
Nick Hemsted
Financial Advisor
Edwin Fernandez
Managing Partner
Matt Viola
Financial Services Professional
Sara Burwell
Staff Accountant
Dawn Higday
Relationship Service Specialist
