Financial Advisor Jennifer Potter-Quillen

Jennifer Potter-Quillen

Less Stress More Enjoyment

The Legacy Consulting Group, LLC Team

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Jennifer Potter-Quillen

Jennifer Quillen is a Wealth Management Advisor with Legacy Consulting Group in Lexington, KY. One focal point of Jennifer’s practice is in helping small business owners become more tax prudent. Jennifer began her career in finance in 2002, and she enjoys empowering clients by helping them to plan judiciously for their financial futures. Jennifer offers her clients asset protection, education funding, retirement planning, and risk management services. She firmly believes that a client should never be pressured to make a decision out of fear. Rather, her approach is to educate clients so they are able to make decisions from a place of understanding.

Check Jennifer Potter-Quillen's Background

Jennifer

Jennifer Potter-Quillen

Jennifer Quillen is a Wealth Management Advisor with Legacy Consulting Group in Lexington, KY. One focal point of Jennifer’s practice is in helping small business owners become more tax prudent. Jennifer began her career in finance in 2002, and she enjoys empowering clients by helping them to plan judiciously for their financial futures. Jennifer offers her clients asset protection, education funding, retirement planning, and risk management services. She firmly believes that a client should never be pressured to make a decision out of fear. Rather, her approach is to educate clients so they are able to make decisions from a place of understanding.

David Hudson - CPA RFC® PFS

As President and CEO of Legacy Consulting Group in Lexington, Kentucky, David Hudson works with his clients in the areas of estate planning, tax planning and financial planning. David is a financial advisor and Certified Public Accountant who holds his Personal Financial Specialist designation. He uses out-of-the-box thinking to help clients understand the tax consequences of financial transactions. Legacy Consulting serves as a center for financial education and empowerment for clients, and David will tell clients the good, the bad and the ugly in order to help them. He has been a Dave Ramsey Endorsed Local Provider for Tax Services for the past ten years.

Check David Hudson's Background

David

David Hudson - CPA RFC® PFS

As President and CEO of Legacy Consulting Group in Lexington, Kentucky, David Hudson works with his clients in the areas of estate planning, tax planning and financial planning. David is a financial advisor and Certified Public Accountant who holds his Personal Financial Specialist designation. He uses out-of-the-box thinking to help clients understand the tax consequences of financial transactions. Legacy Consulting serves as a center for financial education and empowerment for clients, and David will tell clients the good, the bad and the ugly in order to help them. He has been a Dave Ramsey Endorsed Local Provider for Tax Services for the past ten years.

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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Jennifer Potter-Quillen is an independent contractor of Money Concepts

note: Legacy Consulting Group, LLC is an independent firm and not affiliated with Money Concepts

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