Our Team

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.

Jeffrey H. Black, AIF®

Jeffrey H. Black, AIF®

President

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.

Craig R. Lestner

Craig R. Lestner

Vice 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 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.

Andrew J. Taylor

Andrew J. Taylor

Financial Consultant

Email Andrew

Andrew joined The Legacy Group in 2020 after spending several years as a financial consultant in Howard County. As strong advocate of financial literacy and education, Andrew helps individuals understand their unique circumstances, and guides them through confident decision making. Andrew lives with his fiancée in Baltimore City and enjoys the outdoors in his free time.

Angela Meister

Angela Meister

Administrative Assistant

Email Angela Angela joined Legacy in 2019. As an Administrative Assistant, Angela provides aid for daily operations, projects, and marketing. When away from the office she enjoys painting, writing, and rooting for the Ravens.
Brian L. Gambel

Brian L. Gambel

Associate Advisor

Email Brian

Brian focuses on helping clients identify investment goals, taking into account individual/organizational risk tolerance levels, investment horizons, and specific investment experience. Brian assists clients in the design, implementation, and management of investments. He lives in Reisterstown with his wife Sue and enjoys travel and cycling.

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.

Jeffrey H. Black, AIF®

President

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.

Craig R. Lestner

Vice 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.

Brian L. Gambel

Vice President

Email Brian

Brian focuses on helping clients identify investment goals, taking into account individual/organizational risk tolerance levels, investment horizons, and specific investment experience. Brian assists clients in the design, implementation, and management of investments. He lives in Reisterstown with his wife Sue and enjoys travel and cycling.

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 Behrens

Administrative Assistant

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.

Andrew J. Taylor

Financial Consultant

Email Andrew

​Andrew joined The Legacy Group in 2020 after spending several years as a financial consultant in Howard County. As strong advocate of financial literacy and education, Andrew helps individuals understand their unique circumstances, and guides them through confident decision making. Andrew lives with his fiancée in Baltimore City and enjoys the outdoors in his free time.

Angela Meister

Administrative Assistant

Email Angela

Angela joined Legacy in 2019. As an Administrative Assistant, Angela provides aid for daily operations, projects, and marketing. When away from the office she enjoys painting, writing, and rooting for the Ravens.

Visit

4 Reservoir Circle, Suite 103
Pikesville, Maryland 21208

Get Directions

Contact

410-828-4411 | 800-770-0029

410-583-0102

Connect

Copyright © 2022
The Legacy Group