Your Team

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?

Our people, our process and our practice management have helped many people like you with similar issues and concerns.  At Legends, we help you become at ease, not only with the planning process, but with your financial future.

 

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

Chrisann.Jones@LPL.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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Maddy O'Keefe

2020 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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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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