Client Services Director
My name is Zachary Graham, and I serve as the Client Services Director for Legacy Planning. My role is designed to plan, communicate, and manage each client process for the firm. I utilize my strengths in management and communication to help each client understand the process of wealth and estate planning in a way that offers the most clarity to the individual. My goal is to not only be a reliable and knowledgeable point of contact for any information the client may need, but also being someone that each person can put their confidence in when planning for the future.