ABOUT US
OUR TEAM
Christopher Graham
Founder / President
For almost 40 years, Chris has been working to help maximize the financial security of his clients. In 2004, he streamlined his focus to helping pre-retirees and post-retirees with strategies aimed at estate preservation, retirement fund longevity and stability.
As Founder and President of Legacy Planning Services, LLC, Chris is an independent insurance agent focused on client needs. He strives to provide options that other financial professionals may not have presented in order to achieve individual wealth creation and estate preservation goals. He is not satisfied until the optimum strategy is found.
As a testament to his dedication, industry knowledge, and experience in providing results, many of Chris’ current clients are second generation family members. The trust they put in him is a source of pride, and something he strives for with everyone he works with.
When not focused on client needs, Chris and his wife enjoy spending time with their children and grandchildren. In addition, his hobbies include researching his family ancestry, cooking, traveling, attending the theater and concerts.
“I have always felt my purpose in life was to make a positive difference in the lives of people I meet. This core belief is the guiding influence that enables me to recognize the uniqueness of each client’s situation and to structure solutions that will ultimately provide a foundation for growing and preserving their Legacy. ”
Christina Graham
Licensed Insurance Producer
Christina joined Legacy Planning Services, LLC in 2012 as the Office Manager. As a licensed insurance producer, she is instrumental in helping our clients make informed decisions that meet their individual insurance needs and goals.
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With 25+ years of management and customer service experience, Christina is committed to putting our clients first. She brings a personal approach and treats each client how she would want to be treated while maintaining a high level of professionalism. She is passionate about helping people and dedicated to understanding the issues and needs of our clients.
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Outside of work, Christina enjoys spending time with her husband and family, traveling to new destinations and being outdoors as much as possible.
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