David Hudson - CPA RFC® PFS
Out-of-the-Box Thinking
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.
