About

About Us

Helping clients build secure, sustainable financial futures

In the Community

Positively impacting the Lexington community

Our Team

We focus on your needs and financial goals

Our Office

Personalized financial planning in Kentucky
Services

Retirement Planning
For the lifestyle you envision

Investment Planning
Aligned with your goals

Financial Planning
For a secure future

Tax Planning & Strategies
Helping you make smart decisions
Who We Help

Pre-Retirees

Gain clarity around your retirement goals

Retirees

Move forward in your retirement years with confidence

Blue-Collar Professionals

You've achieved success through hard work and focus

Kentucky Business Owners

We understand the unique challenges you face
Resources
Financial Insights

Insights for your financial journey

Upcoming Events
Helping our clients secure their life’s aspirations

Retirement Planning Today Classes
Get the knowledge to better plan your retirement

Retirement Planning

Maximizing Your Pension
Client Logins
Legacy Wealth Central

Schwab Alliance

Fidelity

TIAA
Contact Us

Brianna Hines

Director of Operations

As Director of Operations at Legacy Wealth Management, Brianna Hines oversees the full spectrum of client service operations. From managing account openings and fund transfers to handling beneficiary updates and estate disbursements, she facilitates a seamless and secure client experience. With over seven years of industry experience and a background in both client service and Medicare solutions, Brianna brings sharp attention to detail and a proactive mindset to every process she manages. She holds a Bachelor of Arts in Communication from the University of Kentucky.

What do you enjoy most about your work?

“I love working with clients. Helping people achieve their goals, take the worry out of managing their money, and enjoy the retirement they worked so hard for is what truly drives me.”

What are the best skills that you bring to your role each day?

“I’m someone who takes action. If something needs to be done, I’m on it — no delay. I also bring a creative and resourceful mindset, especially when it comes to solving complex or unusual cases. I enjoy finding the right solution and making sure it’s executed smoothly.”

How do you spend your time outside of work?

“I love gardening and have a growing collection of over 50 orchids at home. I enjoy the outdoors in general, whether fishing with my husband or traveling (with a goal of visiting all 50 states). I grew up on a horse farm and competed in eventing before college. That early bond with animals and the outdoors remains a meaningful part of who I am.”