Legacy Wealth Strategies, LLC

Who we are

Our Founder

Elisia "Leah " Lattimer, Founder of Legacy Wealth Strategies, LLC started in the insurance industry over 21 years ago.

Leah strives to remain a long-term top producer in the industry and has been a qualifying member of the Million Dollar Round Table (MDRT) numerous times over the last two decades. With membership in the MDRT being attained by a small percentage of life insurance and financial services professionals in the industry.

Serving a wide variety of roles such as agent, advisor, sales manager, career development specialist, associate general agent, co-partner and owner, her accomplishments in the industry over the last 21 years have been diverse and distinguished.

In 2012, Leah was the 5th top ranked producing agent and sales manager for one of the largest life insurance companies in the industry, as well as being in the top 10 of associate general agents in 2013 for recruiting and agent development. Showing sustained success in a office that she has managed for over 21 years, she has proved that not only can she illustrate individual accomplishments, but will dedicate her time to helping other agents achieve their goals as well.

Over two decades she has hired and developed a number of agents, many of which are able to move forward and open their own offices and begin highly accomplished careers of their own in the industry. Her unconditional dedication to the well-being of her clients, as well as her agents allows her to run her business with integrity and poise,assisting countless people in preparing a financial plan for their futures and their families.

Along with the multitude of accomplishments that Leah has collected over her tenured career, she has also dedicated the time necessary to create a beautiful life at home as well. She has raised to terrific children, Cameron and Kaeley. Growing up to be very accomplished in their own right, her children are walking proof of Leah's lifelong dedication to helping others and tirelessly working to assist others in creating a better life for themselves and others.

Qualifying membership in the MDRT Court of the Table is based on minimum sales production requirements and gross business generated within a year.  Each MDRT  status is granted for one year only.  All members must apply every year and remit the required Court of the Table dues to continue their affiliation with the Million Dollar Round Table. Third-party rankings and recognition are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.