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. Joshua Poole Director of Marketing email@example.com Joshua Poole comes to Legacy Wealth Strategies to get back to his true passion of helping individuals and families. With a diverse background, both in terms of roles and industries, Joshua brings a wealth of knowledge to the team. He is a 2010 graduate of Spalding University with a Bachelor's of Science in Business Administration where he also played soccer. When Joshua is out of the office he enjoys spending time with his family and dogs, athletics, dining out and giving back to the community. Currently he also serves as the Boys Head Soccer Coach at North Oldham High School to help develop athletes on and off the field, as well as give back to a sport he loves. Ramone Grundy Registered Representative 502-430-6175 502-234-9449 firstname.lastname@example.org Ramone Grundy, Registered Representative at Legacy Wealth Strategies has nearly 5 years in advising or 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 financial advising where he found his calling by helping others manage their finances Ramone began his advising career mentoring under a handful of smart vestor 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. 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.