alena@financiallegacy.com

636-777-7086

Assists David with all aspects of operation, including scheduling clients, preparing for client meetings/reviews along with processing client paperwork for account changes, address change, bank changes, etc.

saraht@financiallegacy.com

636-777-4216

Assists clients with all aspects of client care and account account management, scheduling, research, and preparing for client reviews.

dana@financiallegacy.com

636-777-7082

Assists David with preparing analysis, projections and cash flow.

barbw@financiallegacy.com 

636-777-7088

Technical assistance, distributes quarterly reports (DAF), Reporting/Data/Cost Basis