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Craig R. Lestner
CPFA

President

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Neil Esterson

CFP®, CPFA

Financial Consultant

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Lauren Novak

CPFA

Financial Consultant

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Lauren Behrens

Director Of Operations

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Austin T. Smith

Analyst

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Jonathan Bryson

Operations Associate
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Jeffery H. Black

Founder

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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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