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.
Marc A. Noonan
Marc is a lifelong Louisville fan and University of Kentucky graduate therefore he has all bases covered. He has been in the financial services industry for over 30yrs. Marc’s passion for the financial services arena remains the same today as it was all that time ago. He strives to bring comfort to those who are disturbed and to challenge those who are complacent. He will either validate what is already in place in a family’s life or facilitate the needed changes to strengthen the foundation of the family’s financial plan and goals. On his first day in the business, he started with the mind set to help people. That drive has never wavered.
Marc has been married to his beautiful bride Dee for going on 34yrs. They have two extraordinary sons, Zach (32) and Max (30-who ‘Pops’ has the pleasure to work with), an off the chart daughter in law, Syd (married to Zach) who have arguably the 2 greatest grand children to walk the earth, Rawlins and Lyric.
Marc can be found on most any night with Family and Friends on “The Veranda”. There you can meet his two puppies, Thelma and Louise. An open invitation is extended to all to join. Why? “The Veranda” always has more room!
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.
As administrative assistant, Grace processes paperwork with an eye for detail to ensure that clients’ needs are met quickly and efficiently. She also assists the office manager with day-to-day office functions and organization.
Grace graduated from University of Louisville with degrees in Music and Communications.
When she’s not in the office, Grace teaches voice and theatre to young people, and she’s involved in community theatre in Southern Indiana. She also enjoys reading, singing, and collaborative storytelling.
As office manager, Maxwell who has worked in the Financial Wealth Management profession for over 8 years and is a licensed Life Insurance agent, works with our Wealth Advisors in assisting the creation and completion of all account paperwork and processing. He prepares all client review materials such as performance reports and client statements. In addition, he manages day to day functions around the office making sure the office runs smoothly and clients are taken care of.
He attended Western Kentucky University and graduated with a Bachelor of Science in Business and Professional Sales.
In his free time, Maxwell enjoys golfing, attending Louisville sporting events, long distance running, playing the piano, and hanging out with best friend, his golden retriever Bogey.
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.