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Craig R. Lestner
CPFA

President

Neil Esterson

CFP®, CPFA

Financial Consultant

Lauren Novak

CPFA

Financial Consultant

Lauren Behrens

Director Of Operations

Austin T. Smith

Analyst

Jonathan Bryson

Operations Associate

Jeffery H. Black

Founder

Scout

Unofficial Mascot & Greeter

Get to Know Our Team

The Legacy Group, Inc. is a multigenerational ensemble with over 30 years of experience, dedicated to helping you achieve your financial goals. As a trusted team of guides, educators, and advocates, we simplify complex financial matters, help chart your path to retirement and stand by you through life’s unexpected events. We are here to support you, whether navigating planned milestones or challenges you hope never arise, ensuring you make the best decisions today and for the future. Let us be your trusted partner in securing your financial well-being.

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