In this episode Kristin and Annie discuss how Legacy was founded by Kristin and Rodney McLaughlin to build a client-first financial firm. They compare their trust company model to traditional broker-dealer and bank environments, explaining why Legacy avoids sales quotas and commission-driven conflicts.

The conversation highlights Legacy’s culture of transparency, salaried advisors, strong regulatory oversight, community giving, and a commitment to doing what’s best for each client regardless of asset size.