heidi@financiallegacy.com
636-777-7096
Prepares and processes client paperwork and account changes; address change, bank changes
brigid@financiallegacy.com
636-777-7082
Financial analytics and preparation of financial plans
catherine@financiallegacy.com
636-777-4209
Prepares and processes client paperwork and account changes; address change, bank changes, prepares client reports, coordinates special events
barbw@financiallegacy.com
636-777-7088
Technical assistance, distributes quarterly reports (DAF), Reporting/Data/Cost Basis
