ico-twitter.png ico-facebook.png ico-linkedin.png
For information on how we can
help you reach your goals, call

Kathleen Essick

A Team You Can Trust

Financial planning entails getting to know each other well, and that goes both ways.  Take a moment to learn more about our financial planning experience, our families, and our lives in the community. 

Kathleen Essick

Assistant to Richard Noah

Kathy Essick joined Legacy Financial Services in 2013. She assists Richard with client services, including client advocacy, setting up and implementing financial plans, managing compliance, Wealth Vision reporting, and other key tasks.

She brings 35 years of experience in the accounting field to her role at Legacy Financial Services. Most recently, Kathy performed as the Chief Financial Officer for a non-profit agency, the Northwest Aging Association. She earned her accounting degree from the Spencer School of Business.

Kathy lives in Spencer with her husband, Ray. They have three grown children. She likes to spend her free time with family, gardening and landscaping, sewing, and enjoying the outdoors. Some of her most treasured memories involve family vacations to Glacier National Park in Montana. 

Meet Richard Noah and Molly Carr

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, IA, IL, IN, KS, MN, ND, NE, OH, SD, TX, WA, WI

Website Design For Financial Services Professionals | Copyright 2022 AdvisorWebsites.com. All rights reserved