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