Front: David Schedler, Senior Investment Advisor; Back from left to right: Julie Wanie, Trust and Investment Assistant; Nicole Jones, Trust and Investment Assistant; Bo Bohannon, Senior Portfolio Manager; Nick Carver, Director of Investments

Successful individuals expect excellence from their wealth management advisor. And you will experience nothing less at Legacy.

We are an independent and unbiased provider of investment management, trust and planning services.

Our staff of accomplished, highly-experienced professionals is dedicated to delivering client-focused investment management solutions to successful individuals and families. We'll meet with you, learn about your dreams and partner with you to build a plan that addresses your specific financial goals.

To discover what excellence in wealth management can mean for you, please contact us today.