Our Team

Kimberly

Founder of The Legacy Connection

Licensed insurance and retirement planning professional dedicated to helping families secure their financial future. With a background in medical social work, focused on life insurance, health coverage, and retirement planning.

Christie Scott

Independent Agent

Christie brings a strong background in education and youth support to The Legacy Connection. As a dedicated and passionate agent, she is committed to helping clients achieve their financial goals with personalized service and guidance.

Ashley Smith

Virtual Office Manager

Ashley is the backbone of The Legacy Connection, keeping everything organized, efficient, and running smoothly. Young, vibrant, and incredibly detail-oriented, she expertly manages scheduling, processes, and daily operations, ensuring that clients receive top-notch service. Her ability to juggle the ins and outs of our virtual office makes her an invaluable part of the team.

Carla Lewellen

Gratitude & Growth Coordinator

Carla brings warmth and thoughtfulness to The Legacy Connection as our Gratitude & Growth Coordinator. She ensures our clients and team feel valued by handling thank-you cards, birthday greetings, and special events with a personal touch. With her attention to detail and caring nature, Carla helps foster strong connections while also assisting with scheduling and event coordination. She's dedicated to making sure every interaction feels special and appreciated.

Lisa Greene

Finance and Operations

Lisa is the heart and soul of The Legacy Connection, ensuring that our financial needs are met with precision and efficiency. With a background in accounting and finance, Lisa brings a deep understanding of financial management, budgeting, and risk management. Her expertise in these areas ensures that our clients have access to reliable financial services, no matter their needs.

Your name here

Dream Team Member

The Legacy Connection always welcomes passionate and motivated individuals to join our team. If you're interested in joining us, please reach out to kimberly@thelegacyconnection.net. We'd love to have you!