About Our Firm
Here’s our story. We look forward to hearing yours.
Legacy Advisory Services
Legacy Advisory Services’ mission is to provide comprehensive financial guidance to help ensure you reach your retirement goals, with portfolios designed to grow your wealth and build your legacy. We are not just merely financial advisors – we are advocates for our clients.
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.
Song comes from a strong background of customer service. All her previous experience comes from service-oriented jobs paying attention to customer satisfaction. Graduating with a Bachelor's in Graphic Arts, Song is very detail oriented, organized and has a knack for keeping things running smoothly. After moving from the Graphic Design industry, Song went out on her own to explore the Insurance world. There, she made sure that clients were fully educated on what they were choosing and kept good business relationships ensuring customer retention.
The drastic jump from Graphic Design to Insurance was because Song felt drawn to assisting people and helping them to make good and informed decisions. Song, who has always been a self-starter and business minded individual has moved into the Financial World, she feels that a lot of her skills apply to keeping customers informed and educated.
In her free time, she loves volunteering with several organizations including food donations, free markets, helping those in need and hanging out with her two rescue pups.
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.