Trusted and talented partners

Legacy is putting your stamp on the future. With our roots planted deep in the “America’s Heartland” and the Midwest mentality, we have cultivated a team that leverages over six decades of industry experience with a passion to help and client relationships at the core of our practice. We’ve built our careers on our expertise, reputations, and relationships.

Benefit from our experience

Our team has decades of combined industry experience and has advised clients through all kinds of market environments and life events.

  • Stable and seasoned team with team transition plan in place
  • Average client relationship exceeds 20 years
  • Limited families served
  • Multi-generational family services
  • Transparency of fees and expenses
Mary Howard

Mary Howard, CIMA®, CRPC®

Senior Vice President - Financial Advisor

Email |
Megan Howard

Megan Howard, ChFC®

Vice President - Financial Advisor

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Abby Monger

Abby Monger

Branch Service Manager/Client Associate


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