Skip to main content

The Team

Legacy Financial Group has robust staff to cater to individual and business client needs. We provide premier financial security planning and strive to give our clients the ultimate experience where our team can meet and exceed their needs. Legacy Financial Group has no boundaries when it comes to who and where we can be a resource on our quest to be the most desired firm in the country.

The transparent, knowledgeable partnership allows clients of any age to meet their goals, no matter the adversity life may throw their way. We are committed to helping and supporting our clients on their journey by creating financial security for their families and businesses for generations to come. We do so by developing individualized financial plans in both the corporate and personal landscapes through the use of estate analysis, executive benefits, retirement planning, and group benefits. With a multigenerational team approach, we can help businesses and individuals navigate the financial waters, no matter what life stage; we help people make their financial dreams a reality.

Grace Baggott WMCP®, ChFC®, CFP®

Chief Operating Officer

Morgan Sargent

Director of Client Experience

Delaney McCutcheon

Financial Planning Analyst

Brittany Zingg

Investment Operations Associate

Caroline Tourgee

Marketing Coordinator

Angela Canale

Director of Marketing