Our Team

The Legacy Group is an ensemble multi-generational financial services firm. We act as an Advocate, Educator, and Guide for our clients as they work toward their financial goals.

Craig R. Lestner, CPFA

Craig R. Lestner, CPFA

President

Email Craig

Craig joined Legacy in 2005 and focuses on working with our clients to build and protect their wealth while preparing for and in retirement.  Craig is active on non-profit boards and enjoys riding to nowhere on his Peloton.

Neil Esterson, CFP®, CPFA

Neil Esterson, CFP®, CPFA

Financial Consultant

Email Neil

Neil joined The Legacy Group in 2015 and quickly became a student of the industry by earning both the Certified Financial Planner™ and Certified Plan Fiduciary Advisory designations in 2018. Neil focuses on working with businesses and educating employee groups on financial wellness. Neil is a die-hard Ravens and a patient Orioles fan.

Lauren Novak, CPFA

Lauren Novak, CPFA

Financial Consultant

Email Lauren

Lauren joined The Legacy Group in 2022 shortly after graduating from Towson University where she studied financial planning. Lauren is focusing on building relationships with individuals and businesses to help shape their financial future. Outside of the office, Lauren enjoys listening to classic rock music and traveling.

Lauren Behrens

Lauren Behrens

Director of Operations

Email Lauren

Lauren joined Legacy in 2008. As Director of Operations, Lauren oversees the day to day actions of our Administrative team and office operations. When out of the office, Lauren enjoys the beach, hiking nature trails, and spending time with her husband and three children.

Austin T. Smith

Austin T. Smith

Analyst

Email Austin

Austin joined The Legacy Group in 2017, two years after graduating from George Mason University with a degree in economics. Since joining, Austin has focused on investment research and portfolio construction. He works with the team to interpret market activity, and helps select investments and decide the proper asset allocation for client accounts.

Jonathan Bryson

Jonathan Bryson

Operations Associate

Email Jonathan

 Jonathan joined The Legacy Group, Inc. in 2024. He brings over a decade of experience in the insurance industry supporting individuals and business clients. On the weekends you may see Jonathan with his family or cycling on the local trails.

Jeffery H. Black

Jeffery H. Black

Founder

Email Jeffrey

Jeff began his career in financial services in 1987. He founded The Legacy Group in 1994 as a way to provide independent advice to both individuals and businesses. Over his 30-year career Jeff worked closely with clients and now serves in an administrative capacity to continue to support our mission. Jeff enjoys spending time with his 5 grandsons, traveling, and working in his woodshop.

Scout

Scout

Unoffical Mascot and Greeter

Scout is Legacy’s unofficial mascot and greeter. He is a Yellow Lab and loves when clients visit the office.

Check the background of investment professionals on FINRA’s BrokerCheck.

The Legacy Group is an ensemble multi-generational financial planning firm. We act as an Advocate, Educator, and Guide for our clients as they work toward their financial goals.

Craig R. Lestner

President

Email Craig

Craig joined Legacy in 2005 and focuses on working with our clients to build and protect their wealth while preparing for and in retirement.  Craig is active on non-profit boards and enjoys riding to nowhere on his Peloton.

Neil Esterson, CFP®, CPFA

Financial Consultant

Email Neil

Neil joined The Legacy Group in 2015 and quickly became a student of the industry by earning both the Certified Financial Planner™ and Certified Plan Fiduciary Advisory designations in 2018. Neil focuses on working with businesses and educating employee groups on financial wellness. Neil is a die-hard Ravens and a patient Orioles fan.

Lauren Novak, CPFA

Financial Consultant

Email Lauren

Lauren joined The Legacy Group in 2022 shortly after graduating from Towson University where she studied financial planning. Lauren is focusing on building relationships with individuals and businesses to help shape their financial future. Outside of the office, Lauren enjoys listening to classic rock music and traveling.

Lauren Behrens

Director of Operations

Email Lauren

Lauren joined Legacy in 2008. As Director of Operations, Lauren oversees the day to day actions of our Administrative team and office operations. When out of the office, Lauren enjoys the beach, hiking nature trails, and spending time with her husband and three children.

Austin T. Smith

Analyst

Email Austin

Austin joined The Legacy Group in 2017, two years after graduating from George Mason University with a degree in economics. Since joining, Austin has focused on investment research and portfolio construction. He works with the team to interpret market activity, and helps select investments and decide the proper asset allocation for client accounts.

Jonathan Bryson

Operations Associate

Email Jonathan

Jonathan joined The Legacy Group, Inc. in 2024. He brings over a decade of experience in the insurance industry supporting individuals and business clients. On the weekends you may see Jonathan with his family or cycling on the local trails.

Jeffrey H. Black, AIF®

Founder

Email Jeffrey

Jeff began his career in financial services in 1987. He founded The Legacy Group in 1994 as a way to provide independent advice to both individuals and businesses. Over his 30-year career Jeff has worked closely with clients on estate planning and business succession planning. Jeff enjoys spending time with his 5 grandsons, traveling, and working in his woodshop.

Scout

Unofficial Mascot and Greeter

Scout is Legacy’s unofficial mascot and greeter. He is a Yellow Lab and loves when clients visit the office.

Check the background of investment professionals on FINRA’s BrokerCheck.

Visit

4 Reservoir Circle, Suite 103
Pikesville, Maryland 21208

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Contact

410-828-4411 | 800-770-0029

410-583-0102

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The Legacy Group