We look out for YOUR needs, not our own.
Welcome to our team page, where you can get to know the heart and soul of our business. Each member of our team plays a vital role in delivering exceptional service and quality products to our customers. Get to know us better below:
Chad Bates
President & CEO
Hello, I’m Chad Bates. As the President & CEO and Team Leader of Legacy Financial, Inc., your esteemed wealth advisory firm, I am delighted to introduce myself and offer some insights into my background as we embark on this journey together.
Joy Bates
Executive Vice President
Hello, my name is Joy Bates. I am the Executive Vice President of Legacy Financial Inc. First, a little about myself so we can begin to get to know each other.
Liz Bates
Vice President
Hi! My name is Liz Bates and I am the Vice President of Legacy Financial Inc. I want to share a little about myself and my passions so you can start to get to know me.
At our core, we are more than just a team; we are close-knit individuals working together towards a common goal. Our shared values of integrity, dedication, and passion drive us to provide the best possible experience for each and every customer.
Thank you for your support as we aim to expand and proudly serve our community.