Legacy's Story: How Legacy Became Client-First

Kristin and Annie discuss Legacy’s origin story: how Kristin and Rodney McLaughlin left sales-driven broker-dealer environments to create a trust company focused on salaried advisors, transparent advice, and rigorous oversight.

They highlight Legacy’s culture of client-first service, community giving, and consistent regulatory excellence, and introduce a summer series answering common client questions—inviting listeners to submit their own.