Your Team
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?
Timothy Ward
President, Dream Architect
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.
Alexander Hoover
LEAD Advisor, Paraplanning Pro
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.
Chrisann Jones
Client Care Director, Go-to-Guru
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).
Khurram Naveed
Senior Analyst, LPL Operations Manager
636-821-2203
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
Regina Crook
Client Services Associate
636-821-2203
Favorite food:
Anything home grown and ice cream!
Place you would most like to visit:
Petra, Jordon
Maddy O'Keefe
Site Coordinator, Match-a-Mission Initiative
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.
Rocket Ward
Chief Comfort Officer
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