Financial Advisor David Hudson

David Hudson - CPA RFC® PFS

Out-of-the-Box Thinking

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The Legacy Consulting Group, LLC Team

great service starts with a great team


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.

Jennifer Potter-Quillen

Hi and thanks for taking this moment to visit. You should know that I am a Financial Planner dedicated to providing you with quality independent financial products and services. Independent simply means that I am not bound or restricted to use certain proprietary or company sponsored products. I have thousands of financial products available to me that I can use to best fit your unique financial situation and goal. 

Check Jennifer Potter-Quillen's Background

Jennifer

Jennifer Potter-Quillen

Hi and thanks for taking this moment to visit. You should know that I am a Financial Planner dedicated to providing you with quality independent financial products and services. Independent simply means that I am not bound or restricted to use certain proprietary or company sponsored products. I have thousands of financial products available to me that I can use to best fit your unique financial situation and goal. 

Lakisha M.

Lakisha M. Weathers

Client Solutions Specialist 

Lakisha M.

Lakisha M. Weathers

Client Solutions Specialist 

William R.

William R. Roberts

CPA & Client Manager

Reed Roberts is a CPA and Client Manager in the accounting and finance industry with Legacy Consulting Group in Lexington, Kentucky. He is a detail oriented, task driven and intelligent mind who adds great value to Legacy. Reed earned his Bachelor of Science degree in Accounting from the University of Kentucky, and earned his CPA in 2020.

William R.

William R. Roberts

CPA & Client Manager

Reed Roberts is a CPA and Client Manager in the accounting and finance industry with Legacy Consulting Group in Lexington, Kentucky. He is a detail oriented, task driven and intelligent mind who adds great value to Legacy. Reed earned his Bachelor of Science degree in Accounting from the University of Kentucky, and earned his CPA in 2020.

Samuel

Samuel Souers

Accountant, Paraplanner & Client Manager

Samuel Souers is an Accountant and Paraplanner who has worked in client services in the accounting and finance industry since 2018. As a Client Manager, Samuel focuses on keeping daily operations of the firm running smoothly through processing new account paperwork and service requests as well as streamlining business operations. Well-organized, efficient and helpful, Samuel greatly enjoys the problem-solving aspect of his job. He earned his Bachelor of Science degree in Accounting and Finance from the University of Kentucky and is currently pursuing his CPA.

Samuel

Samuel Souers

Accountant, Paraplanner & Client Manager

Samuel Souers is an Accountant and Paraplanner who has worked in client services in the accounting and finance industry since 2018. As a Client Manager, Samuel focuses on keeping daily operations of the firm running smoothly through processing new account paperwork and service requests as well as streamlining business operations. Well-organized, efficient and helpful, Samuel greatly enjoys the problem-solving aspect of his job. He earned his Bachelor of Science degree in Accounting and Finance from the University of Kentucky and is currently pursuing his CPA.

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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

David Hudson 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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