Your Team

Others may follow. We L-E-A-D

We believe a team approach adds a broader perspective to all we do and provides increased benefits to our clients.  Furthermore, our trademarked "Lead4Life" planning process can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also answer important questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Learn

We learn your unique story through open conversation.

Examine

We examine your situation and provide a second opinion.

Align

We align resources and commit to working together.

Deploy

We deploy your plan and implement ongoing strategies.

Timothy Ward

President & Dream Architect

636-821-2200

636-821-2203

TimWard@LegendsFinancialServices.com

What motivates you:

Using imagination and hard-learned wisdom to create a healthy and prosperous future for others. 

Biggest accomplishments: 

Being a fun dad and a happy husband.

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Alexander Hoover

LEAD Advisor & Paraplanning Pro

636-821-2200

636-821-2203

AlexHoover@LegendsFinancialServices.com

Favorite quote: 

“Most people do not listen with the intent to understand; they listen with the intent to reply.” – Dr. Stephen Covey

Favorite memory:

35 Days traveling throughout Europe.

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Chrisann Jones

Client Care Director & Go-to Guru

636-821-2200

636-821-2203

ChrisannJones@LegendsFinancialServices.com

Something on your bucket list:

Learn to salsa dance.

What motivates you:

Helping my kids grow up to be happy and productive adults (out of my basement).

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Lanny Bao

Portfolio Manager, LPL Operations Manager

636-821-2200

636-821-2203

Liyin.Bao@LPL.com

Favorite Movie:

A Beautiful Mind

Favorite Book: 

“The Big Short” by Michael Lewis

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Khurram Naveed

Senior Analyst, LPL Operations Manager

636-821-2200

636-821-2203

Khurram.Naveed@LPL.com

If you could meet anyone, past or present, who would it be:

George Washington

Favorite Quote:

“Leave nothing for tomorrow which can be done today.” - Abraham Lincoln

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Regina Crook

Client Services Associate

636-821-2200

636-821-2203

Regina.Crook@LPL.com

Favorite food:

Anything home grown and ice cream!

Place you would most like to visit:

Petra, Jordon

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Maddy O'Keefe

Intern & Match a Mission Motivator

636-821-2200

636-821-2203

Support@LegendsFinancialServices.com

Favorite Quote:

“Change your thoughts and you change your world.” – Norman Vincent

Something on your bucket list: 

Experience the Northern Lights.

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Rocket Ward

Chief Comfort Officer

636-821-2200

Support@LegendsFinancialServices.com

Favorite food:

Whatever you’re eating.

Best financial advice ever received:

"No matter how little money and how few possessions you own, having a dog makes you rich.” - Louis Saban

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