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About Legacy Strategies/OneAmerica General Agency
Legacy Strategies LLC co-founders Brian Willms, Leah Lattimer and Todd Hartshorn created Legacy Strategies, LLC with a profound passion: to give our clients a committed and very thorough economic process to their financial planning. Working together for 10 years--prior to starting Legacy Strategies, LLC--we realized that we had similar goals, passion to serve our clients and desire to make a real difference in our communities. Legacy Strategies LLC was born. Our joint leadership, supported by our combined 65 years of experience, makes Legacy Strategies LLC and our staff of financial professionals exceptionally qualified to help people pursue their financial goals. In particular we focus on helping our clients reach their wealth potential by not setting predetermined needs or goals and by pursuing superior efficiency and coordination of their assets. Unlike many financial firms, we are a full-service financial agency, offering a wide range of financial products and services to individua
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