Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Brad Jerome
President
Shane Heddy, CFP®
Director of Planning
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...
Brooke Lince
Office Manager
Brooke Lince is the Office Manager 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...
Autumn Blackford
Administrative Assistant
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...
Kevin West
Kevin West is a retired Financial Advisor and was the president of West Financial Planning. He has been working as an advisor and financial planner since 2007, and founded West Financial Planning in 2014. The West Financial mission...
Lisa Blackburn
Executive Administrative Assistant
Lisa Blackburn is an Executive Administrative Assistant to Brad Jerome. 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...
Delanie Carpenter
Paraplanner