Our Team
Brad Jerome
Bradley Jerome is a Registered Financial Advisor through Osaic Wealth, Inc. and is the president of Legacy Financial Group, Inc., a private client wealth management firm offering comprehensive financial planning. He has been in the financial planning industry for 20 years and founded Legacy Financial Group, Inc. in 2009. Brad’s mission is to provide client focused financial leadership for each person he serves, to help them achieve their goals and dreams.
Brad is a family man who is active in his church and his community. He and his wife Keri have been married for 20 years. They have 2 children: Parker age 14, and Aleena age 9. Brad loves the outdoors and sports, both as a participant and spectator.
Brad currently holds his Series 6, 63, 65 and Life licenses and has completed many LUTCF training programs. Brad studied Business and Communications Management at DeVry in Addison, Illinois as well as Criminal Psychology and Sociology at Mott Community College. Brad has also completed hundreds of hours of continuing education through RegEd.
https://brokercheck.finra.org/individual/summary/4566573
Shane Heddy
Shane Heddy is the Director of Planning at Legacy Financial Group, Inc. He has experience in corporate finance and investment analysis. Currently, he is attending Kansas State University, pursuing his PhD in Personal Financial Planning. He previously attended Cornerstone University, where he earned a Bachelor’s Degree in Finance and a Master’s of Business Administration in Project Management. Shane currently holds his Series 7, 66, Life, and Annuities licenses and is pursuing his CFP.
Shane and his wife Keyanna enjoy almost any outdoor activity, whether it’s camping in the summer or snowmobiling in the winter. They have done missions work in various places and are very involved in their church. Shane also enjoys playing music, following economic and financial reporting, and woodworking.
Brooke Lince
Brooke Lince is an Administrative Assistant for Brad at Legacy Financial Group, Inc. Brooke joined the team in September 2022. She has over 20 years of customer service experience. She prides herself on providing the highest level of service in a range of client needs and on attention to detail and follow-through. Brooke is currently pursuing her Series 6 License and looks forward to continuing her education.
When not in the office, Brooke enjoys spending time with her family. She is married to Dan of 19 years and together the Lord has blessed them with two wonderful children, Mason (14) and Adalyn (10). As a family, they love to go camping in the summer. During the winter months you will find them on their snowmobiles having fun together.
Autumn Blackford
Autumn Blackford is an Administrative Assistant for Brad at Legacy Financial Group, Inc. She majored in Biblical Studies with a focus on Missions at Cedarville University. Autumn joined the team in May 2023 and brings her skills of organization, relationship building, and customer service to the team. She looks forward to continually learning new skills set here at LFG.
Autumn enjoys spending time outdoors with her family and their dog Bella. She likes to read, paint, go to concerts, and start new hobbies. She enjoys working in her church and aspires to do more missions work in Asia.
Kevin West
Kevin West is a Registered Financial Advisor through Osaic Wealth, Inc. and is the president of West Financial Planning. He has been working as an advisor and financial planner since 2007, and he founded West Financial Planning in 2014. He currently holds his Series 7, 63, 66 and Life licenses. The West Financial mission statement is to provide servant leadership, excellent customer service, and client education. Kevin believes it is the lives he touch that make a difference, and he is committed to making a difference in each client’s life by providing sound financial advice and exceptional service to meet their unique needs.
Kevin has been married for 38 years to his wife Connie. Together they have 2 children and 5 grandchildren, whom they love spending time with. He enjoys the outdoors with his sons by hunting, fishing, and golfing. He also spends a lot of time cooking and eating food that he prepares on the grill or the smoker.
https://brokercheck.finra.org/individual/summary/5441832
Lisa Blackburn
Lisa Blackburn is a Professional Administrator (PA) and Assistant to Kevin West. She received her Certificate of Completion (CCL) in Court Reporting from Macomb Community College in 1986 and worked as a Text Editor for a Court Reporting firm before settling into her concurrent roles as a stay-at-home mom and Senior Editor of two biographies. Her current career as a PA began in 2015.
Lisa is the mom of four sons and grandma to five grandchildren. She loves spending time with her family and friends and enjoys anything that takes her outdoors: traveling (especially road trips) with her husband of 35 years, tending to her flower gardens, taking hikes, sporting events, bicycling, beachcombing, and sunsets.
Lisa considers it a privilege to work alongside Kevin and the entire team at Legacy Financial Group, Inc.