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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Lakisha M. Weathers

Client Solutions Specialist 

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.

James Gray

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.