Meet the professionals who can help you Pursue Your Goals

 

We guide individuals and families toward their ideal retirements.

 

Meet the Team

Legato Financial Group is made up of qualified financial professionals in Louisville, Elizabethtown, Shelbyville, and St. Matthews who are passionate about helping individuals and families achieve their ideal retirements.

justin

Justin Jenkins President, Investment Adviser Representative

Born into a family of entrepreneurs, Justin knew early on that he would forge a business and evolve a career out of providing for others. His interest in economics and investments coupled with ingenuity and a desire to make life better for people led to the creation of Legato Financial Group.

Justin studied at Western Kentucky University. Since 2017, he has been registered as an Investment Adviser Representative and is able to provide investment advisory services. Justin utilizes tools and services to help clients pursue their financial independence. He individually works with clients to design holistic retirement strategies that focus on five key concepts: income planning, investment management, tax-efficient strategies, health care planning and legacy protection.

He is a charter member on the estate planning advisory council at Campbellsville University and a contributing author in finance publications. For his passion project, Justin is a board member for the First 48 Financial Education Alliance, a nonprofit organization providing financial education to high school students.

Justin resides in Elizabethtown with his family and enjoys most of his free time beside the grill, on the lake or at the golf course.

Austin Todd

Director of Operations

Alicia Lanford

Marketing Director

Troy V. Todd

Service Adviser - Elizabethtown

Kylee Marcy

Investment Adviser Representative

Clay Watkins, CFP®, RICP®

Service Advisor - Louisville

Christy Hill

New Business Coordinator

Connor Casey

Client Service Advocate

Joan Foret

Office Director

Terri Wyatt

Insurance Professional

Rick Fears

Insurance Professional

Jill Bartholomew

Marketing Assistant

Insurance products are offered through the insurance business Legato Financial Group, Inc. Legato Financial Group, Inc is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. The AEWM does not offer insurance products. The insurance products offered by Legato Financial Group, Inc are not subject to Investment Advisor requirements. AEWM and Legato Financial Group, Inc are not affiliated companies.

Ready to take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend an event.

Or give us a call at 877.573.2043.