About Our Firm
Here’s our story. We look forward to hearing yours.
Legacy Advisory Services
Legacy Advisory Services’ mission is to help our clients invest for, transition into and strategically position their retirement dollars. We work with clients throughout Kentucky and Indiana to help clients meet their financial goals through the use of insurance and investment products.
Bryce Lanham, Wealth Manager at Legacy Advisory Services, has over 15 years of experience in the financial services industry. A graduate of Purdue University where he obtained a BS in Interdisciplinary Science with a major in Biology, he found that a career in financial advising turned out to be his true passion. He specializes in overall, comprehensive financial planning, estate preservation and income portfolio generation.
Bryce began his career at a national investment firm in Chicago, learning the basics of investment management. Wanting to move closer to home, Bryce took a position with a large regional bank here in Louisville, Kentucky, before forming Legacy Advisory Services. Bryce sincerely values the relationship building process with his clients, since he strives to always put their best interest at heart. His knowledge and passion for helping others is evident in everything he does.
In his free time, Bryce enjoys serving on several boards, working with the Boy Scouts of America as a proud Eagle Scout, and volunteering his time with various organizations throughout the community. When he's not in the office or volunteering, he likes spending time with family and friends, dining at Louisville's amazing restaurants, going to local car clubs or cheering on his Alma Mater, the Purdue Boilermakers.
As a financial advisor, Mike makes the complicated simple by providing his clients information, so they can feel more comfortable about the decisions they make regarding their financial health. He believes that the seeds of our financial future are planted in the steps taken today.
Mike is committed to always doing what is in the client’s best interest and it doesn’t matter if it takes hours to explain investment concepts to the novice investor. He develops a close understanding of his clients’ needs in order to create a comprehensive plan which will assist them in pursuing both short and long-term goals. Mike operates to a fiduciary standard as an Investment Adviser Representative who has passed the Series 65 securities exam and is a licensed insurance professional. He attended Indiana State University where he studied Business Administration and has his theology degree from Valor Christian College.
Mike is married to his wife of 25 years, Jennifer Battaglia, and they have two daughters and four grandchildren. Mike is an active member of his local church and enjoys serving in the community. In his down time, he enjoys spending time outdoors. His interests include fishing, hunting and golfing.
Jennifer comes to us with 16 years of management experience specializing in customer service, operations, and team development. Her passion for helping others propels her to strive for excellence in everything she does. Jennifer applies her knowledge and skills she has developed over the years to provide a top notch customer service experience through her positive mindset, communication skills, friendliness, compassion and accountability. She is eager to expand her knowledge in the world of investments while serving others and building new relationships.
Outside of the office Jennifer loves spending time with her husband, Lewis, and their 3 children, Zachary, Paul, and Abby. When she’s not watching her boys play trumpet or cheering her daughter on at dance competitions, she loves to study health, fitness, and personal development along with participating in running 5k’s, obstacle course races, or just lifting weights in her garage.
Tami joins Legacy Advisory Services as administrative assistant. Growing up in California, Tami begin her career at an early age. Her knowledge in customer experience has come from elite training at some of the world's most prominent companies. Tami has brought her unique skill set and great work ethic to serve on the Legacy Advisory Services team and she couldn't be more excited!
Tami has 2 children Cameron (17) & Lorelai (10). Her husband Tom works for the Ford Kentucky Truck Plant in Louisville, Ky. Her family enjoys traveling to Disney, participating in her children's extracrricular activities, and visiting extended family in California.
Emily joins Legacy Advisory Services as an administrative assistant. She has over 17 years of experience in property and casualty and workers compensation insurance. She started working as an administrative assistant at an early age she worked her way to up office manager/administrative assistant manager. Emily managed a staff of 10 employees, ran the office’s daily functions and medical bill payment department, as well as assisted with putting together marketing RFPs and customer reports. She is excited to bring her administrative and office management skills to the investment world and expand her knowledge and skills.
Outside of the office Emily is a professional equestrian athlete. She rides/trains horses, coaches, and travels around the country competing in Three Day Eventing. When she is not with the horses, she loves spending time with family and friends going out to a restaurant, hanging out, or going to a sporting event to watch her favorite team, The Kentucky Wildcats. She also loves spending time with her rescue pup Peyton.
Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at firstname.lastname@example.org or call us at 502-292-3133 today!
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If you want to be part of a client-focused, team-based wealth management firm, then you’re in the right place!
Legacy Advisory Services is always looking for innovative, creative and customer-oriented team members. We’re looking for people who will help us deliver a “Wow” experience to our clients. If that’s you, simply fill out the form below and let us know how you’d be a good fit for our firm.