MEET OUR TEAM
KEVIN FORBUSH, cpa, esq
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jackie signorelli, CPA

FOUNDING MEMBER

Registered Representative

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tyler johnston

FOUNDING MEMBER

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chris semmens
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angie alvarado

accountant

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phillip cooley, mba

accountant

financial services professional

FOUNDING MEMBER

Investment Adviser REPRESENTATIVE

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bobbi glenn
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rachael sherwood

executive assistant

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connor johnston

sales administration

OPERATIONS &

MARKETING MANAGER

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“Legacy Planning Group, LLC is proud to be a Firm of Lion Street, Inc.,  a national network of fiercely independent financial advisors.”

© 2020 by Legacy Planning Group

CONTACT US

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287 EAST FOUNTAIN BOULEVARD, SUITE 100

 

COLORADO SPRINGS | COLORADO 80903

COLORADO SPRINGS OFFICE | 719.444.1007

FORT COLLINS OFFICE | 970.414.0880

LEGACY@LEGACYPLNGRP.COM

 EAST 

Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC.  Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC.  Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice.  Representatives may transact business, which includes offering products

and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.