Client Services Director
My name is Zachary Graham, and I serve as the Client Services Director for Legacy Planning. My role is designed to plan, communicate, and manage each client process for the firm. I utilize my strengths in management and communication to help each client understand the process of wealth and estate planning in a way that offers the most clarity to the individual. My goal is to not only be a reliable and knowledgeable point of contact for any information the client may need, but also being someone that each person can put their confidence in when planning for the future.
Recommendations
- "Over the past two months, my wife and I have worked with Scott Lynett in creating our first estate plan. Scott walked us through the process, which he made accessible and understandable. There were so many things we hadn't planned for—like who would take our son in a sudden emergency. Now we fee...
- "Scott is a trusted advisor to me and to my family business. He understands the unique challenges faced by family businesses, is a great sounding board for ideas as well as a source of creative solutions to thorny problems."