MEET OUR TEAM

KEVIN FORBUSH, ESQ., CPA

Founding Member

Investment Advisor Representative

JACKIE SIGNORELLI, CPA

founding member

registered representative

TYLER JOHNSTON

Founding member

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CHRIS SEMMENS

fINANCIAL SERVICES PROFESSIONAL

ANGIE ALVARADO

ACCOUNTANT

pHILLIP COOLEY, MBA

ACCOUNTANT

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RACHAEL SHERWOOD

EXECUTIVE ASSISTANT

BOBBI GLENN

operations AND MARKETING MANAGER

CONNOR JOHNSTON

SALES ADMINISTRATOR

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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

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COLORADO SPRINGS OFFICE | 719.444.1007

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FORT COLLINS OFFICE | 970.414.0880

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LEGACY@LEGACYPLNGRP.COM

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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.