Team Bryce Lanham (502) 931-2936 firstname.lastname@example.org Bryce Lanham, Wealth Manager at Legacy Wealth Strategies, has over 15 years of experience in the financial services industry. A graduate of Purdue University where he obtained a BS in Interdisciplinary Science with a major in Biology, he found that a career in financial advising turned out to be his true passion. He specializes in overall, comprehensive financial planning, estate planning and income portfolio generation.Bryce began his career at a national investment firm in Chicago, learning the basics of investment management. Wanting to move closer to home, Bryce took a position with a large regional bank here in Louisville, Kentucky, before forming Legacy Wealth Strategies. Bryce sincerely values the relationship building process with his clients, since he strives to always put their best interest at heart. His knowledge and passion for helping others is evident in everything he does. In his free time, Bryce enjoys serving on several boards, working with the Boy Scouts of America as a proud Eagle Scout, and volunteering his time with various organizations throughout the community. When he's not in the office or volunteering, he likes spending time with family and friends, dining at Louisville's amazing restaurants, going to local car clubs or cheering on his Alma Mater, the Purdue Boilermakers. Song Bowman Operations Manager 502-430-6175 502-234-9449 Song@lws.investments Song comes from a strong background of customer service. All her previous experience comes from service-oriented jobs paying attention to customer satisfaction. Graduating with a Bachelor's in Graphic Arts, Song is very detail oriented, organized and has a knack for keeping things running smoothly. After moving from the Graphic Design industry, Song went out on her own to explore the Insurance world. There, she made sure that clients were fully educated on what they were choosing and kept good business relationships ensuring customer retention.The drastic jump from Graphic Design to Insurance was because Song felt drawn to assisting people and helping them to make good and informed decisions. Song, who has always been a self-starter and business minded individual has moved into the Financial World, she feels that a lot of her skills apply to keeping customers informed and educated. In her free time, she loves volunteering with several organizations including food donations, free markets, helping those in need and hanging out with her two rescue pups. Ramone Grundy Registered Admin 502-430-6175 502-234-9449 email@example.com Ramone Grundy, Registered Representative at Legacy Wealth Strategies has nearly 5 years in customer service. Born and raised in Louisville Kentucky, he attended Western Kentucky University in 2007 where he majored in Accounting. Needing more human interaction, he switched to the financial industry where he found his calling by helping others manage their finances Ramone began his career mentoring under a handful of Smartvestor Pro financial advisors where he built a strong foundation of helping a wide range of clients and putting their needs first. He plans to keep that same mindset as he helps clients grow and plan towards life after work. While not in the office, he enjoys spending his time with friends and family. Whether it's catching a game at a local pub, pool halls, or boarding at ski resorts, what he enjoys most is meeting new people and learning their stories and who they really are. Jennifer Walden Administrative Assistant Jennifer comes to us with 16 years of management experience specializing in customer service, operations, and team development. Her passion for helping others propels her to strive for excellence in everything she does. Jennifer applies her knowledge and skills she has developed over the years to provide a top notch customer service experience through her positive mindset, communication skills, friendliness, compassion and accountability. She is eager to expand her knowledge in the world of investments while serving others and building new relationships. Outside of the office Jennifer loves spending time with her husband, Lewis, and their 3 children, Zachary, Paul, and Abby. When she’s not watching her boys play trumpet or cheering her daughter on at dance competitions, she loves to study health, fitness, and personal development along with participating in running 5k’s, obstacle course races, or just lifting weights in her garage. Tami Risner Administrative Assistant Tami joins Legacy Wealth Strategies as administrative assistant. Growing up in California, Tami begin her career at an early age. Her expertise in customer experience has come from elite training at some of the world's most prominent companies. Tami has brought her unique skill set and great work ethic to serve on the Legacy Wealth Strategies team and she couldn't be more excited! Tami has 2 children Cameron (17) & Lorelai (10). Her husband Tom works for the Ford Kentucky Truck Plant in Louisville, Ky. Her family enjoys traveling to Disney, participating in her children's extracrricular activities, and visiting extended family in California.