The Legato Team
Executive Team
Justin Jenkins
Chief Executive Officer
Ryan Kelly, CFA®
Chief Investment Officer
Alicia Jenkins
Chief Strategy Officer
Michael Newman, PhD, SPHR, SHRM-SCP
Chief Experience and Operating Officer
Advisory & Investment Team
Kylee Marcy
Financial Advisor
Troy Todd
Financial Advisor
Patrick Rumoro, CFP®
Financial Advisor
Ryan Smith
Associate Portfolio Manager
Clay Watkins, CFP®, RICP®
Financial Advisor
Maverick Melton, CFP®, ChFC®
Financial Advisor
Planning & Operations
Christy Hill
Director of Operations
John Ramsey
Director of Communication
Tyler Forbes
New Business Processor
Jeanna Clark
Financial Planner
Business Development & Client Experience
Melanie Nobers
Client Relationship Manager
Adelisa Razic
Client Service Associate
Kaitlyn Graves
Client Relations Coordinator
Taylor Florez
Marketing Strategist
Kendall Daniel
Client Coordinator
Emily Doyle
Special Projects Coordinator
Sylvia Galeener
Client Coordinator
Tax & Accounting
Penny Stewart, CPA
Senior Tax Advisor
Pamela Gibson
Director of Finance
Insurance
Rick Fears
Insurance Professional
Legacy
Mary Katherine Brashear
Legacy Planner
Ready to Start
your journey?
Schedule your free, no-obligation consultation today to talk with us about your retirement vision.
Contact Us
Phone: (877) 573-2043
Email: info@legatofinancial.com
Our Locations
Elizabethtown Office
2905 Ring Road
Elizabethtown, KY 42701
Louisville Office
10200 Forest Green Blvd, Suite 600
Louisville, KY 40223
Check Us Out
Ready to Start
your journey?
Schedule your free, no-obligation consultation today to talk with us about your retirement vision.
Elizabethtown Office
2905 Ring Road
Elizabethtown, KY 42701
Louisville office
10200 Forest Green Blvd, Suite 600
Louisville, KY 40223
Contact Info
Phone: (877) 573-2043
Email: info@legatofinancial.com