Life & Legacy Wealth Advisors

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Life & Legacy Wealth Advisors
Team photo for Life & Legacy Wealth Advisors

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Advisors

Advisor photo for Tisa Sherry

Tisa Sherry

Financial Advisor

Visit Tisa Sherry's website


Team

Amy P. Hayes

Amy P. Hayes

Executive Assistant

Melissa K. Frantz

Melissa K. Frantz

Paraplanner

Trina S. Klassa

Trina S. Klassa

Marketing Consultant

Roles & Responsibilities

  • Community Liaison
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Richard Kidwell

Richard Kidwell

Paraplanner,

Financial Planning Specialist