Meet the Team
Larry Bowers
Financial Planner
Specializing in financial planning consultations for those over 50, Larry helps his clients make the transition to retirement and beyond, ensuring current financial needs are met while planning for the golden years to come.
Kala Bowers
Licensed Insurance Agent - Known as the heartbeat of our office Kala has been helping Legacy Customers for over 20 years. As a Licensed Insurance Agent, she has the knowledge and experience to help our clients with Medicare needs. Her contributions are critical with helping Larry's Financial Clients and keeping our Tax clients feel part of our Legacy Family.
Adam Ashby
Medicare Insurance Specialist
With decades of experience, Adam has the knowledge necessary to evaluate health needs and coverage preferences to ensure your health never needs to take a back seat, and make the Medicare enrollment process easy to understand and stress free.
Cindy Ashby
Tax Consultant
With over 20 years of tax preparation under her belt, Cindy has a special talent for turning complex returns into a simple, stress free process. Whether it's personal taxes, business taxes, multiple state filings, she can ensure the best possible outcome, and advice to prepare you for next year's returns.