Our Mission Statement
At Legato Financial Group, our sole focus is YOU.
At our firm, we have the client — and only the client — in mind.
Our mission is to get to know and understand your needs, wants and long-term goals. We want to help you develop, implement and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment and efforts are focused on you, the client, and your satisfaction.
We have a strong team of professionals helping ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement.
Justin JenkinsPresident, Investment Adviser Representative
As the president and co-owner of Legato Financial Group, Justin Jenkins is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.
Entrepreneurship is in Justin’s blood. With his family’s background, he felt eager to start his own financial planning business. He has a true passion for assisting others and helping them create lasting legacies for their families.
Justin attended Western Kentucky University and is a charter member on the estate planning advisory council for Campbellsville University. He enjoys spending weekends on the lake, doing yardwork and spending time with his family. CA # 0I05025
Jessica JenkinsDirector of Accounting & Marketing
Jessica Jenkins got her start in the industry while working in a fast, upscale environment as executive assistant for a third-party administrator. With encouragement from friends and family, she and Justin started Legato Financial Group. Jessica has a background in property and casualty insurance sales but enjoys the technical side of the business.
Although she is a Florida native, Jessica grew up in Elizabethtown, Kentucky, and enjoys the small-town feel. She studied business at Elizabethtown Community and Technical College. In her leisure time, Jessica enjoys weekends at the lake, spending time with her daughter and gathering with her church family. She is passionate about growing her business as well as her family.
Austin Todd Director of Operations
Cindy McIntosh Director of First Impressions
Janice Gollmier New Business Specialist
Terri WyattInsurance Professional
Terri specializes in Medicare Supplement Insurance. She brings happiness into our office but also has a serious passion for success. She is always eager to learn and try new things.
Terri has 20 years of experience in education. In her adult life, with no previous experience in the insurance field, she has chosen to specialize in helping individuals with their Medicare insurance needs.
Terri is a native of Middletown, Ohio, but grew up in Elizabethtown, Kentucky, and has lived there for the majority of her life. In her free time, Terri enjoys spending quality time with her family and working on her farm.
Cassie ClagettEstate Planning Attorney
As a founding partner of Clagett & Barnett, PLLC, Lee Cassie Clagett has served clients in Elizabethtown and the surrounding area for over six years. Cassie is a reputable family lawyer with strong ethics and a passionate attitude and always treats others with the most honest, transparent and passionate attitude possible.
Cassie began her career as a consumer protection lawyer for a mid-size law firm in Chicago, where she helped clients handle lemon law and warranty rights claims against major car manufacturers. In 2011, Cassie moved back to her hometown of Elizabethtown, focusing her practice on insurance defense, personal injury, products liability and employment law. In 2015, she began working for Aldridge & Aldridge, handling personal injury and consumer protection claims, and helping clients navigate the difficult terrain of divorce, child custody and adoption.
Cassie received her undergraduate degree in business administration at Saint Mary's College at Notre Dame in 2002. She then went on to complete her Juris Doctor at Thomas M. Cooley School of Law, where she graduated in 2005. Cassie is licensed to practice in Kentucky, Illinois, Minnesota and the District of Columbia. Cassie is also admitted to practice before the United States District Courts for the Northern District of Illinois, Eastern and Western Districts of Kentucky, District of Minnesota. She is also a member of the Federal Trial Bar.
Cassie lives in Elizabethtown with her husband, Ryan Clagett, and their three children.
Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at email@example.com or call us at 877.573.2043 today!
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