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.
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.
As one of 12 children who grew up on a farm in Northwest Iowa, she learned at a very early age that it takes hard work, patience and teamwork to get things done. Kathy likes to stay busy and enjoys helping others.